Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Folkes is a financial professional with over 20 years of experience in the industry. Ashley is a Certified Financial Planner® professional and holds Series 6, 7, 24, 31, 51, and 66 securities licenses. Ashley specializes in providing financial planning, retirement planning, and investment management services. Ashley works with individuals, families, and businesses. Currently, Ashley is affiliated with Farther, a financial advisory firm located in San Francisco, CA.
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.
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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AL
06/26/2024 - Present
Farther (Hoover AL)
AL
07/28/2023 - 06/17/2024
CETERA ADVISORS LLC (Birmingham AL)
AL
05/25/2023 - 08/01/2023
ONEAMERICA SECURITIES, INC. (Hoover AL)
AL
11/01/2022 - 05/15/2023
PARK AVENUE SECURITIES LLC (BIRMINGHAM AL)
AZ
12/03/2018 - 01/28/2020
MOORS & CABOT, INC. (PHOENIX AZ)
AZ
06/15/2018 - 12/07/2018
AXA ADVISORS, LLC (SCOTTSDALE AZ)
NM
01/22/2013 - 06/18/2018
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
AL
02/01/2012 - 03/05/2012
SYNOVUS SECURITIES, INC. (DOTHAN AL)
GA
12/21/2010 - 12/16/2011
FIFTH THIRD SECURITIES, INC. (ATLANTA GA)
GA
08/13/2004 - 12/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
AL
07/03/2001 - 08/05/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NC
06/04/2001 - 07/03/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
WI
08/10/2000 - 06/01/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
06/20/2000 - 08/15/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/16/1999 - 04/12/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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