Unclaimed
Elliott Price Ashe is a registered investment advisor with &partners. &partners is an SEC-registered investment adviser with offices in Nashville, Tennessee; Mooresville, North Carolina; and Clayton, Missouri. The firm manages approximately $1 billion to $10 billion in client assets and primarily serves individuals, corporations, trusts, and estates. Elliott has been in the industry since 2022. He holds Series 66, Series 7TO and SIE securities licenses and has been registered in 32 states. Elliott's specializations include investment planning, portfolio management, mutual funds and ETFs, variable annuities, and fixed income securities.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NC
10/11/2024 - Present
&partners (Mooresville NC)
NC
06/23/2022 - 04/18/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elliott Ashe is the right advisor for you? Invested Better is here to help.