Peter Ashby, financial advisor Sacramento CA

Peter Ashby

CRD Number: 5292327
Current Firm: Adams Ashby Financial Advisors

Peter Ashby (CRD# 5292327) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Roseville, CA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Af Advisors, Inc. Sacramento, CA Apr 2009 - Current 11
Citigroup Global Markets Inc. Sacramento, CA Feb 2007 - Mar 2009 2
Automatic Data Processing Sacramento, CA Jul 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Peter J. Ashby
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $1,377,530
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

CA

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