Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Duffey is a financial advisor who has been working in the industry since 2014. Ashley has worked for several firms including Personal Capital Advisors Corporation, FIT Asset Management and Advisor Partners II, LLC. Ashley is a Chartered Financial Analyst and holds a Series 65 license. Ashley specializes in financial planning, portfolio management for businesses and individuals. Ashley currently works at Advisor Partners, which is headquartered in Walnut Creek, California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Construction of model securities portfolios
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/10/2024 - Present
Advisor Partners (WALNUT CREEK CA)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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