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Ashley Marie Brown

Charles Schwab & CO., Inc.

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About Ashley Marie Brown

Ashley Marie Brown is a financial professional registered with Charles Schwab & CO., Inc. in Boston, Massachusetts. Ashley has been working in the financial industry since 2006. Ashley's previous experience includes working with Wall Street Financial Group, Inc. in Fairport, New York. Ashley holds Series 7, 24, 53 and 66 licenses.

Firm Information

Ashley Brown is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ashley Brown’s Registration & Firm History

MA

03/15/2022 - Present

Charles Schwab & CO., Inc. (Boston MA)

NY

02/06/2006 - 05/10/2012

WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)

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Licenses & Designations

BOTH

Issued 04/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Marie Brown.
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