Ashley Rosser
Ashley Rosser is a registered investment advisor at LPL Financial LLC, based in Mullica Hill, NJ, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
70 N Main St, Mullica Hill, NJ, 08062
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ashley is a co-owner of Victory Asset Management Co. and has a short-term vacation rental. She also works with Victory Wealth Partners, a DBA for her LPL business, nearly full-time, and is an agent for North American Life Insurance, dedicating minimal time to this role. Finally, she has outside W-2 employment with Penguin Cold Caps, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Victory Wealth Partners
LPL Financial LLC
Previous Registrations
Victory Wealth Partners
Victory Fiduciary Consulting
State Registrations3 states
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