Gregory Ashton, financial advisor Oklahoma City OK

Gregory Ashton

CRD Number: 4485313
Current Firm: Cambridge Investment Research Advisors, Inc.

Gregory Ashton (CRD# 4485313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.

Similar Advisors
Robert Abel, financial advisor Oklahoma City OK
Robert C. Abel
CRD# 4245607
Edward Jones
Similar Advisors
David Aboud, financial advisor Oklahoma City OK
David F. Aboud
CRD# 1545223
Leonard Investment Advisors Inc.
Similar Advisors
Dwight Adkins, financial advisor Oklahoma City OK
Dwight D. Adkins
CRD# 4304267
Arvest Wealth Management
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2018 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Jan 2018 - Current 6
Dba The Ashton Group Okc, OK Dec 2001 - Current 22
Ashton Publications Okc, OK Sep 1999 - Current 24
Wilbanks Securities Advisory Oklahoma City, OK Jun 2016 - Dec 2017 1
Wilbanks Securities, Inc. Oklahoma City, OK Jun 2016 - Oct 2017 1
Royal Alliance Associates, Inc. Oklahoma City, OK Nov 2015 - May 2016 < 1
First Independent Advisory Services, Inc. Tulsa, OK Mar 2010 - May 2016 6
First Independent Financial Services, Inc. Tulsa, OK Mar 2010 - Nov 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Gregory B. Ashton
Phone Number: 641-472-5100
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Gregory Ashton and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.