AL
AL

Ashley Lamothe

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

225 South Lake Avenue Suite 650, Pasadena, CA, 91101

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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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Employment History
Current Registrations
Snowden Capital Advisors LLC
July 2024 - Present · 1 yr 7 mos
Snowden Account Services LLC
August 2022 - Present · 3 yrs 6 mos
Snowden Account Services LLCBroker
August 2022 - Present · 3 yrs 6 mos
State Registrations24 states
AZCACOCTFLHIIDLAMAMIMOMSMTNMNVNYOHORSCTXUTVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.