Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Worley is a financial advisor at LPL Financial LLC, a large national firm with over $50 billion in assets under management. Ashley is licensed to provide investment advice in California and Iowa and is a Registered Representative and Investment Advisor Representative. She has been in the financial services industry since 2015 and has experience in various areas, including securities, investment company products, variable contracts, and financial planning. Ashley has also worked in real estate and owns her own property management business, which she has owned since 2022. Ashley is dedicated to providing her clients with personalized financial advice and helping them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/12/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
01/03/2022 - 09/02/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Birmingham IA)
NM
06/07/2018 - 09/23/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Albuquerque NM)
IA
01/03/2017 - 12/13/2017
STATE FARM VP MANAGEMENT CORP. (FAIRFIELD IA)
IA
10/15/2015 - 09/12/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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