![Ashley Warda, financial advisor Englewood CO](/img/ws/profile-blank-sq.png)
Ashley Warda (CRD# 6660342) is an Investment Advisor Representative working at Edelman Financial Engines in Englewood, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edelman Financial Engines | Santa Clara, CA | May 2024 - Current | < 1 |
Financial Engines Advisors LLC | Santa Clara, CA | Sep 2022 - May 2024 | 1 |
Financial Engines Advisors LLC | Santa Clara, CA | Jan 2022 - Sep 2022 | < 1 |
Financial Engines Advisors LLC | Santa Clara, CA | Sep 2021 - Jan 2022 | < 1 |
Financial Engines Advisors LLC | Santa Clara, CA | May 2021 - Sep 2021 | < 1 |
Financial Engines Advisors, LLC | Santa Clara, CA | Aug 2020 - May 2021 | < 1 |
Financial Engines Advisors, LLC | Phoenix, AZ | May 2016 - Aug 2020 | 4 |
Arizona State University | Tempe, AZ | Aug 2013 - May 2016 | 2 |
Roka Boutique | Glendale, AZ | Sep 2011 - Jan 2016 | 4 |
Leadmd | Scottsdale, AZ | Jun 2015 - Aug 2015 | < 1 |
Dillard's | Glendale, AZ | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- CO
- TX
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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