Ashley Winchell-Walrath, financial advisor Roseville CA
93 score

Ashley Winchell-Walrath

CRD Number: 5613654
Current Firm: Valic Financial Advisors, Inc.

Ashley Winchell-Walrath (CRD# 5613654) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Marshall Goins, financial advisor Roseville CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Roseville CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Roseville CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Company Name Location Dates Years
Valic Financial Advisors, Inc. Roseville, CA Mar 2014 - Current 2
Park Avenue Securities San Francisco, CA Oct 2013 - Mar 2014 < 1
Guardian Life Insurance San Francisco, CA Jul 2013 - Mar 2014 < 1
Unemployed San Francisco, CA May 2013 - Jul 2013 < 1
Ameritas Life Insurance Corp Lincoln, NE Mar 2013 - May 2013 < 1
Ameritas Investment Corp Lincoln, NE Mar 2013 - May 2013 < 1
San Francisco Associates San Francisco, CA Dec 2012 - May 2013 < 1
Bcmis Bay Area, CA Nov 2011 - Nov 2012 1
Wells Fargo Advisors LLC San Francisco, CA Dec 2009 - Nov 2011 1
Wells Fargo Bank San Francisco, CA Apr 2007 - Nov 2011 4
Wells Fargo Investments, LLC San Francisco, CA Jan 2010 - Jan 2011 1
First Republic Bank San Francisco, CA Jul 2009 - Dec 2009 < 1
First Republic Securities Company, LLC San Francisco, CA Jul 2009 - Dec 2009 < 1
Wells Fargo Investments, LLC San Francisco, CA Oct 2008 - Jun 2009 < 1
Wells Fargo Bank San Francisco, CA Jun 2007 - Jun 2009 2
Saks 5th Ave Santa Barbara And San Francisco, CA Jan 2005 - Jun 2007 2
Lululemon Athletica San Francisco, CA Feb 2007 - Apr 2007 < 1
Santa Barbara Bank And Trust Santa Barbara, CA Nov 2005 - Dec 2006 1
Santa Barbara City College/ Ucsb Santa Barbara, CA Aug 2002 - Dec 2006 4
Sarah Shaw San Francisco, CA Jan 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Ashley M. Winchell-Walrath
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MA, 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.