Ashley McDonald (CRD# 6554630) is an Investment Advisor Representative working at Frost Investment Services in The Woodlands, TX and has over 8 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frost Bank | The Woodlands, TX | Apr 2022 - Current | 2 |
| Pnc Bank | The Woodlands, TX | Oct 2021 - Mar 2022 | < 1 |
| Bbva Usa | The Woodlands, TX | Mar 2019 - Oct 2021 | 2 |
| Bbva Compass | The Woodlands, TX | May 2015 - Mar 2019 | 3 |
| Ruffalo Cody/ Texas State / University Advancement | San Marcos, TX | Aug 2014 - May 2015 | < 1 |
| Texas State University | San Marcos, TX | Aug 2011 - May 2015 | 3 |
| Showmakers Of America | San Marcos, TX | Apr 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- TX
-
Total Assets Under Management2,737MILLIONS
-
Total Number of Accounts2,792ACCOUNTS
-
Average Account Value$980,315
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, LA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA
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 derived from SEC.gov data covering 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.
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.