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Ashley Ann Randall

Charles Schwab & CO., Inc.

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About Ashley Ann Randall

Ashley Randall is a financial advisor with Charles Schwab & CO., Inc. in Lone Tree, CO. Ashley has been in the industry since 2008. Ashley holds multiple licenses and certifications, including Series 7, Series 24, Series 51, and Series 66, and is also a registered representative in 28 states. Ashley specializes in providing financial planning advice and offering a wrap fee program. Ashley's previous experience includes roles at USAA Investment Services Company and USAA Financial Advisors, Inc.

Firm Information

Ashley Randall is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ashley Randall’s Registration & Firm History

CO

03/19/2024 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

07/23/2021 - 01/08/2024

USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)

CO

06/08/2020 - 10/28/2020

USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)

CO

12/15/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

TX

12/13/2007 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 09/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/10/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ashley Ann Randall.
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