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Ashley Black

7 Years of Experience
Lake Ozark, MO
Broker

Ashley Black is a registered investment advisor at Wells Fargo Advisors, based in Lake Ozark, MO, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2140 Bagnell Dam Blvd, Suite 301, Lake Ozark, MO, 65049

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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

Ashley owns One Red Photography LLC, a photography business, dedicating about 10-20% of her time. She also holds power of attorney for her father, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
August 2018 - May 2024 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - May 2024 · 5 yrs 11 mos
State Registrations38 states
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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.