Ashley AdkinsonCRD Number: 5304857
Current Firm: Morgan Stanley
Ashley Adkinson (CRD# 5304857) is an Investment Advisor Representative working at Morgan Stanley in Winter Haven, FL and has over 7 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Suntrust Investment Services, Inc.
Nbc Securities, Inc.
|Morgan Stanley Smith Barney||Winter Haven, FL||Jun 2009 - Current||8|
|Morgan Stanley & Company||Winter Haven, FL||Feb 2007 - Jun 2009||2|
|Suntrust Bank||Orlando, FL||Jul 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV