Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee E Vingle is a financial advisor with TLG Advisors, Inc. Ashlee has been in the financial industry since 2010 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Ashlee is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Ashlee is a registered investment advisor representative (IAR) in Texas and is also licensed in several states. Ashlee holds a Series 7, Series 66, and SIE license. Ashlee also has experience working in other financial firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Crown Capital Securities, L.P., and Morgan Stanley.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
09/06/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
09/17/2018 - 06/16/2021
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
08/28/2015 - 03/21/2017
MORGAN STANLEY (LAGUNA NIGUEL CA)
PA
07/21/2014 - 04/20/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
11/13/2013 - 07/22/2014
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
02/19/2010 - 10/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
12/08/2009 - 02/02/2010
PURSHE KAPLAN STERLING INVESTMENTS (BEVERLY HILLS CA)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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