Ashley Eckles (CRD# 7708698) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has 1 year of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, OR | Feb 2024 - Current | < 1 |
| Oak & Vine Wealth Management | Paso Robles, CA | Feb 2024 - Current | < 1 |
| Ae Clean | San Miguel, CA | May 2021 - Current | 3 |
| Pfs Investments Inc. | Riverside, CA | Apr 2023 - Dec 2023 | < 1 |
| Primerica Financial Services | Riverside, CA | Aug 2022 - Dec 2023 | 1 |
| Unemployed | San Miguel, CA | Jan 2016 - May 2021 | 5 |
| Atascadero State Hospital | Atascadero, CA | Jan 2005 - Jan 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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