AS
AS

Ashley Shipp

5 Years of Experience
Greeley, CO
Broker

Ashley Shipp is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greeley, CO, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3459 West 20th Street, Greeley, CO, 80634

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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 works as an associate/employee for Bank of Colorado and Bank of Colorado Investment Services. She dedicates about half of her time to these roles, acting as an RSA to FA through the bank branch.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2020 - Present · 5 yrs 6 mos
State Registrations1 state
CO
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.
Ashley Shipp - Financial Advisor | TrueAdvisor