Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Diane Russell is a financial advisor with over 12 years of experience in the industry. Ashley has been registered with LPL Financial LLC since May 2022. Previously, Ashley was registered with CUNA Brokerage Services, Inc., Cetera Investment Services LLC, Wells Fargo Advisors Financial Network, LLC, The Huntington Investment Company, and Chase Investment Services Corp.. Ashley holds Series 6, 7, 63, and 66 securities licenses. Ashley offers financial planning and portfolio management services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
05/18/2022 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
10/07/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Lafayette IN)
IN
11/18/2015 - 09/27/2019
CETERA INVESTMENT SERVICES LLC (LAFAYETTE IN)
IN
08/14/2015 - 11/12/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
06/13/2013 - 09/04/2015
THE HUNTINGTON INVESTMENT COMPANY (LAFAYETTE IN)
IN
10/01/2012 - 06/07/2013
J.P. MORGAN SECURITIES LLC (LAFAYETTE IN)
IN
02/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE IN)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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