Ashley Pedersen (CRD# 4459848) is an Investment Advisor Representative working at Avantax Advisory Services in Roanoke, TX and has over 22 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Roanoke, TX | Mar 2023 - Current | 1 |
| Avantax Investment Services Inc. | Roanoke, TX | Mar 2023 - Current | 1 |
| Wfp Tax Partners, LLC | Roanoke, TX | Sep 2021 - Current | 2 |
| Private Client Group Wfp Llc Dba Wealth Financial Partners | Roanoke, TX | Sep 2021 - Current | 2 |
| Color Street Llc Dba Nailed It By Ashley | Roanoke, TX | Jan 2020 - Current | 4 |
| Independent Financial Group, LLC | Roanoke, TX | Sep 2021 - Mar 2023 | 1 |
| Unemployed | Roanoke, TX | Nov 2019 - Dec 2019 | < 1 |
| Chalice Capital Partners, LLC | San Diego, CA | Aug 2018 - Oct 2019 | 1 |
| Chalice Wealth Advisors | San Diego, CA | Aug 2018 - Oct 2019 | 1 |
| Mission Financial Consulting | Roanoke, TX | Aug 2016 - Aug 2018 | 2 |
| Lpl Financial LLC | San Diego, CA | Oct 2010 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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