AF
AF

Ashleigh Ray Franco

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
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Location

6020 East Fulton, Ada, MI, 49301

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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 ActivitiesSells Insurance

Ashleigh is a co-owner of Franco Farrier Company, LLC, providing horse shoeing and trimming services, and spends a few hours per week on this. Ashleigh is also the Head of Client Operations at Milestone Financial Group, selling life, disability, health, and long-term care insurance, and dedicates a few hours per week to this during securities trading hours.

Employment History
Current Registrations
USA Financial Securities Corporation
January 2024 - Present · 2 yrs 1 mo
USA Financial Securities LLCBroker
November 2023 - Present · 2 yrs 3 mos
State Registrations3 states
IAMONE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.