Amy AshdownCRD Number: 5929705
Current Firm: Wells Fargo Clearing Services, LLC
Amy Ashdown (CRD# 5929705) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Clearing Services, LLC||Cedar City, UT||Nov 2016 - Current||1|
|Wells Fargo Bank, N.a.||Cedar City, UT||Mar 2008 - Current||10|
|Wells Fargo Advisors LLC||Cedar City, UT||Jun 2011 - Nov 2016||5|
|Jones Paint And Glass||Cedar City, UT||Jun 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
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