Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Summers Tabb is a Registered Investment Advisor Representative with 1919 Investment Counsel, LLC. Ashley has been in the financial services industry since 2005 and has experience working with individuals, families, and businesses. Ashley holds the Series 66, Series 7, and SIE securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Ashley’s previous experience includes working at Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Wells Fargo Advisors, LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc. and SunTrust Investment Services, Inc. Ashley is dedicated to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office 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.
Asset-based fees for nondiscretionary model advice
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2
AL
09/17/2015 - Present
1919 Investment Counsel, LLC (BIRMINGHAM AL)
AL
07/24/2015 - 02/23/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
02/03/2012 - 09/25/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
05/21/2010 - 11/07/2011
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
TN
03/21/2007 - 05/04/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
06/21/2005 - 03/15/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
GA
05/18/2005 - 06/15/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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