Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Jane Wilken is a Certified Financial Planner and registered Investment Advisor Representative in California and Hawaii. Ashley has been working in the financial services industry since March 2012. She has a history of working with both individuals and businesses. Ashley is currently affiliated with both The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Ashley provides financial planning, portfolio management, and educational seminars to her clients. Ashley is also a consultant for Rodan & Fields, a skin care company.
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.
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.
Adminstrative 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.
A percentage of the total value of assets under management is charged.
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CA
05/11/2018 - Present
THE Rice Partnership, LLC (San Luis Obispo CA)
Active
Inactive
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