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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Elizabeth Liddell is a financial advisor who has been in the industry since 2011. She is currently registered with Dimensional Fund Advisors LP in Austin, Texas. Ashley has experience in various financial institutions, including Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and JPMorgan Distribution Services, Inc. Ashley holds Series 6, 7, 24, 63 and 65 licenses. Her expertise lies in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Ashley has a strong track record of success in the financial services industry, and she is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/08/2021 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
FL
06/02/2020 - 08/07/2021
JPMORGAN DISTRIBUTION SERVICES, INC. (Tampa FL)
FL
07/31/2018 - 05/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/11/2018 - 05/12/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CO
02/11/2011 - 07/09/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 02/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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