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Ashley Abbott

19 Years of Experience
Atlanta, GA
Broker

Ashley Abbott is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3414 Peachtree Road NE, Suite 550, Atlanta, GA, 30326

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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 Activities

Ashley is a landlord renting out a house since 2019. This investment-related activity requires a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2008 - September 2016 · 8 yrs 6 mos
Deutsche Bank Securities INC.Broker
October 2006 - September 2016 · 9 yrs 11 mos
Wachovia Securities Financial Network, LLCBroker
August 2006 - October 2006 · 2 mos
State Registrations24 states
ALAZCACOFLGAINKYMAMDMIMONCNJNVNYPASCTNTXVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ashley Abbott - Financial Advisor | TrueAdvisor