Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Benton Fellers is a financial advisor who has been working in the industry since 2006. Ashley is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2020. Ashley has a strong track record of working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Ashley holds the Series 6, Series 7, and Series 66 licenses, as well as the SIE exam. Ashley is also a Certified Financial Planner. In addition to working with Cambridge, Ashley is also the President of Trailhead Financial Partners and is a registered representative for a variety of independent insurance companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Westerville OH)
OH
06/27/2011 - 03/10/2020
EDWARD JONES (WESTERVILLE OH)
OH
03/14/2011 - 06/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
02/23/2005 - 04/18/2007
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NE
11/18/2003 - 10/20/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
GA
07/09/2002 - 11/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ashley Fellers is the right advisor for you? Invested Better is here to help.
