Ashley Tabb, financial advisor Birmingham AL

Ashley Tabb

CRD Number: 4954982
Current Firm: 1919 Investment Counsel, LLC

Ashley Tabb (CRD# 4954982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 13 years of experience in the finance industry. Ashley Tabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
1919 Investment Counsel, LLC Birmingham, AL Sep 2015 - Current 3
Sterne Agee Birmingham, AL Jan 2012 - Jun 2016 4
Wachovia Bank, N.a. Birmingham, AL May 2010 - Nov 2011 1
Wells Fargo Advisors LLC Birmingham, AL May 2009 - Nov 2011 2
Morgan Keegan & Company, Inc. Birmingham, AL Feb 2007 - Apr 2010 3
Regions Bank Birmingham, AL Jun 2005 - Apr 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Ashley S. Tabb
Phone Number: 410-454-2171
Firm Website: http://www.1919ic.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    11,808
    MILLIONS
  • Total Number of Accounts
    5,337
    ACCOUNTS
  • Average Account Value
    $2,212,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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