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Ashley Hethershaw is an Investment Advisor Representative with Bison Advisors, a firm that manages over $2.75 billion in assets. Ashley holds the Series 65 license and has been active in the financial services industry since 2018. Ashley has worked for several firms including Capital Defender Wealth Management Group, Kidder Advisers, Inc. and Destination XL. She has experience in office management, sales and investment advising. She is an active member of the community and volunteers her time to several organizations. Ashley is passionate about helping her clients achieve their financial goals.
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.
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IA
01/02/2025 - Present
Bison Advisors (CLIVE IA)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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