Ashley Stewart (CRD# 5538191) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 13 years of experience in the finance industry. Ashley Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avion Wealth Fka Efflicient Wealth Management, LLC | The Woodlands, TX | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- TX
-
Total Assets Under Management780MILLIONS
-
Total Number of Accounts2,039ACCOUNTS
-
Average Account Value$382,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, TX
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