Alison Ashby (CRD# 7697231) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has 1 year 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 |
|---|---|---|---|
| Integra Financial Inc. | Greenwood Village, CO | Dec 2022 - Current | 1 |
| Unemployed | Greenwood Village, CO | May 2022 - Nov 2022 | < 1 |
| University Of Colorado-denver | Denver, CO | Sep 2020 - May 2022 | 1 |
| University Of Colorado-denver | Denver, CO | Apr 2019 - Jan 2021 | 1 |
| University Of Denver | Denver, CO | Jul 2018 - Feb 2019 | < 1 |
| Unemployed | Greenwood Village, CO | Apr 2018 - Jun 2018 | < 1 |
| Davita Clinical Research | Lakewood, CO | Jan 2018 - Feb 2018 | < 1 |
| Unemployed | Greenwood Village, CO | Jun 2017 - Dec 2017 | < 1 |
| Reed College | Portland, OR | Jan 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CO
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts430ACCOUNTS
-
Average Account Value$286,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.