Ashley Cutshall
Ashley Cutshall is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 11 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5918 E. 31st St, Tulsa, OK, 74135
Get directionsHistory
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 operates Maple Ridge Financial LLC as a DBA for her LPL business, dedicating full-time hours to it. She also sells non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Morgan Stanley
Morgan StanleyBroker
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations5 states
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
More Advisors
- Daran TuckerLPL Financial LLC
- Jerry TaylorLPL Financial LLC
- Perry SmithLPL Financial LLC
- Brian MitchellLPL Financial LLC
- Donald Quint, ChFCLPL Financial LLC
- Jordan TaylorLPL Financial LLC