Ashley Bourland (CRD# 7734651) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 49 Wealth Management | Los Angeles, CA | May 2023 - Current | < 1 |
| Pks Investments | Albany, NY | May 2023 - Current | < 1 |
| Crest Insurance | Tucson, AZ | Sep 2022 - May 2023 | < 1 |
| Zipps Sports Grill | Phoenix, AZ | Mar 2022 - Aug 2022 | < 1 |
| Seis Kitchen | Tucson, AZ | Aug 2021 - Dec 2021 | < 1 |
| Nosh Cafe | Phoenix, AZ | Mar 2021 - Jul 2021 | < 1 |
| Nanny | Phoenix, AZ | Jan 2013 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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