AG
AG

Ashley Dorroh Galler

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

192 Ballard Court, Suite 400, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashley is an associate with Alera Group and an Investment Advisor Representative with The Ascent Group, LLC, dedicating full-time hours to each. She also acts as an insurance agent and serves on the investment committees for the United Way and Women United foundations.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Investment Company, LLCBroker
June 2006 - January 2023 · 16 yrs 7 mos
Ameritas Advisory Services
June 2006 - June 2021 · 15 yrs
Carillon Investments, INC
July 2005 - June 2006 · 11 mos
Carillon Investments, INC.Broker
April 2000 - June 2006 · 6 yrs 2 mos
MML Investors Services, INC.Broker
August 1998 - May 2000 · 1 yr 9 mos
State Registrations26 states
ALAZCACODCFLGAHIILINKSMDMINCNENJNYOHORPARISCTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.