Unclaimed
Ashley Liddell Rushin is a financial advisor with Sanctuary Advisors, LLC. Ashley has been in the industry since 2017 and is registered with the state of Texas. Ashley holds the Series 66, SIE, and Series 7 securities licenses. Ashley is currently registered with Sanctuary Advisors, LLC. Previously, Ashley was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC. Ashley also has an active role as Vice President with the Riley Rushin Foundation, a non-profit organization that provides support to those with disabilities. Ashley is a dedicated advisor and is committed to providing her clients with the highest quality financial advice. Ashley is a Registered Representative and Investment Advisor Representative.
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.
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.
1
2
IN
03/26/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
NC
07/13/2017 - 03/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 10/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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