AV
AV

Ashlee E Vingle

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

475 Springfield Ave, Suite 1, Summit, NJ, 07901

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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

Ashlee is an investment advisor representative (IAR) with TLG Advisors Inc, dedicating minimal time to this role. She also sells TPA administration services and payroll features for defined contribution plans through Comprehensive Benefit Consultants, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2023 - Present · 3 yrs 1 mo
The Leaders Group, INC.Broker
January 2023 - Present · 3 yrs 1 mo
The Leaders Group, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Crown Capital Securities, L.P.
September 2018 - June 2021 · 2 yrs 9 mos
Crown Capital Securities, L.P.Broker
September 2018 - June 2021 · 2 yrs 9 mos
Morgan StanleyBroker
August 2015 - March 2017 · 1 yr 7 mos
Morgan Stanley
August 2015 - March 2017 · 1 yr 7 mos
Lincoln Financial Distributors, INC.Broker
July 2014 - April 2015 · 9 mos
CUNA Brokerage Services, INC.
November 2013 - July 2014 · 8 mos
CUNA Brokerage Services, INC.Broker
November 2013 - July 2014 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - October 2013 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2010 - October 2013 · 3 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2009 - February 2010 · 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.