Heather Ashmore, financial advisor Palos Heights IL

Heather Ashmore

CRD Number: 5731664
Current Firm: Rbc Capital Markets, LLC

Heather Ashmore (CRD# 5731664) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palos Heights, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markerts, LLC Palos Heights, IL Nov 2016 - Current 7
Wells Fargo Advisors LLC Palos Heights, IL Nov 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Heather Ashmore
Phone Number: 212-858-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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