Unclaimed
Ashley Kathleen Frost Corley is an Investment Advisor Representative with Captrust. Ashley is registered with the state of Washington and has been working in the financial industry since November 2010. Ashley holds a Series 65 license and has been a registered Investment Advisor Representative since November 2023. Ashley’s areas of expertise include portfolio management for businesses, individuals, and pooled investment vehicles, as well as financial planning and pension consulting.
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.
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.
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.
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WA
12/07/2023 - Present
Captrust (Bellevue WA)
IA
Issued 11/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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