Ashley Coake, financial advisor Blacksburg VA
93 score

Ashley Coake

CRD Number: 6172130
Current Firm: Olio Financial Planning

Ashley Coake (CRD# 6172130) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 4 years of experience in the finance industry. Ashley Coake 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.

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Professional Designations
Company Name Location Dates Years
Olio Financial Planning Blacksburg, VA Jul 2017 - Current < 1
Wealthcare Capital Management Richmond, VA Jan 2016 - Jun 2017 1
Stifel Nicolaus Radford, VA Mar 2013 - Jan 2016 2
National Bank Of Blacksburg Blacksburg, VA Nov 2010 - Feb 2013 2
Radford University Radford, VA Aug 2009 - May 2011 1
Bruce Fariss, Md Dublin, VA Aug 2009 - Oct 2010 1
Macado's Radford, VA Jun 2009 - Aug 2009 < 1
Real Property, Inc. Charlottesville, VA Oct 2008 - Jun 2009 < 1
University Of Virginia Charlottesville, VA Aug 2007 - May 2009 1
Allegheny Brokerage Company, Inc. Dublin, VA May 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Ashley H. Coake
Phone Number: 703.459.9299
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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