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Ashley Carrillo

14 Years of Experience
Ogden, UT
1 DisclosureBroker

Ashley Carrillo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ogden, UT, with 14 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

978 Chambers St Ste 1, Ogden, UT, 84403-4862

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2014
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2025 - Present · 9 mos
Ameriprise Financial Services, LLC
August 2025 - Present · 9 mos
Previous Registrations
Equitable Advisors, LLC
October 2024 - September 2025 · 11 mos
Equitable Advisors, LLCBroker
October 2024 - September 2025 · 11 mos
Key Investment Services LLC
December 2022 - September 2024 · 1 yr 9 mos
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Northwestern Mutual Investment Services, LLCBroker
June 2021 - July 2022 · 1 yr 1 mo
Northwestern Mutual Investment Services,llc
May 2021 - July 2022 · 1 yr 2 mos
Cuso Financial Services, L.P.
October 2017 - October 2019 · 2 yrs
Cuso Financial Services, L.P.Broker
October 2017 - October 2019 · 2 yrs
LPL Financial LLC
December 2014 - May 2017 · 2 yrs 5 mos
LPL Financial LLCBroker
November 2014 - May 2017 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
January 2011 - July 2014 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2011 - July 2014 · 3 yrs 6 mos
Wells Fargo Investments, LLC
October 2009 - January 2011 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
May 2009 - January 2011 · 1 yr 8 mos
State Registrations9 states
AZCACOIDNVORUTWIWY
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.