Jeffrey AshbyCRD Number: 5609855
Current Firm: Lpl Financial LLC
Jeffrey Ashby (CRD# 5609855) is an Investment Advisor Representative working at Lpl Financial LLC in McHenry, MD and has over 8 years of experience in the finance industry.
Janney Montgomery Scott LLC
Bpu Investment Management, Inc.
Centaurus Financial, Inc.
|Lpl Financial||Mchenry, MD||Oct 2014 - Current||3|
|Edward Jones||St Louis, MO||Oct 2008 - Oct 2014||6|
|First United Bank & Trust||Oakland, MD||Aug 2007 - Jul 2008||< 1|
|First United Bank & Trust||Oakland, MD||Feb 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- 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, 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, VI, VT, WA, WI, WV
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