Ashley Archer (CRD# 6335318) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 9 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Roseville, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Roseville, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Roseville, CA | Jan 2023 - Current | 1 |
| E*trade Securities LLC | Roseville, CA | Feb 2020 - Current | 4 |
| E*trade Capital Management LLC | Roseville, CA | Feb 2020 - Current | 4 |
| E*trade Securities LLC | Roseville, CA | Jun 2018 - Feb 2020 | 1 |
| E*trade Capital Management LLC | Roseville, CA | Jun 2018 - Feb 2020 | 1 |
| E*trade Capital Management LLC | Roseville, CA | Sep 2016 - Jun 2018 | 1 |
| E*trade Securities LLC | Roseville, CA | Jan 2016 - Jun 2018 | 2 |
| E*trade Securities LLC | Sandy, UT | Sep 2014 - Jan 2016 | 1 |
| E*trade Securities LLC | Sandy, UT | May 2014 - Sep 2014 | < 1 |
| Discover | West Valley City, UT | Feb 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CA
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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