Ashley Smith is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
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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.
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Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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Exams
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