Ashley Pedersen is a registered investment advisor, based in Roanoke, TX, with 17 years of industry experience.
Location
Roanoke, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a Director of Client Development at WFP Tax Partners LLC, focusing on tax consulting and preparation, dedicating about 10-20% of her time. She also works as an independent contractor for Color Street LLC and a Director of client development at Private Client Group WFP LLC, spending about half her time on financial planning and client relationship management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Chalice Wealth Advisors
Chalice Capital Partners, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
First Allied Securities, INC.Broker
Dunham and Associates Investment Counsel, INC.Broker
Dunham and Associates Investment Counsel, INC.
Ing Funds Distributor, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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