Ashley Gorman (CRD# 7653817) is an Investment Advisor Representative working at Savant Wealth Management in Santa Fe, NM and has 1 year of experience in the finance industry.
CRD# 2908751
Cetera Investment Advisers LLC
CRD# 2603603
Thornburg Investment Management Inc.
CRD# 2843680
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Savant Wealth Management | Rockford, IL | Dec 2021 - Current | 2 |
New Mexico Air National Guard | Albuquerque, NM | Aug 2020 - Current | 3 |
Savant Wealth Management | Rockford, IL | Aug 2021 - Dec 2021 | < 1 |
Savant Wealth Management | Rockford, IL | Jun 2020 - Aug 2021 | 1 |
Colorado Air National Guard | Aurora, CO | Mar 2014 - Aug 2020 | 6 |
Colorado State University - College Of Business | Fort Collins, CO | Aug 2015 - May 2020 | 4 |
Barraclough & Associates, Pc | Santa Fe, NM | May 2019 - Aug 2019 | < 1 |
Eide Bailly, LLP | Fort Collins, CO | Jan 2019 - May 2019 | < 1 |
Barraclough & Associates, Pc | Santa Fe, NM | May 2018 - Aug 2018 | < 1 |
Century Bank | Santa Fe, NM | May 2017 - Aug 2017 | < 1 |
Brookdale Senior Living | Santa Fe, NM | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NM
-
Total Assets Under Management26,038MILLIONS
-
Total Number of Accounts16,304ACCOUNTS
-
Average Account Value$1,597,009
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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