AB
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Ashley Kate Bourland

2 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

840 Apollo St, St 248, El Segunda, CA, 90245

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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

Ashley is an insurance agent with Financial Independence Group, selling fixed insurance products since January 2024. This takes about 10-20% of her time.

Employment History
Current Registrations
49 Financial
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - December 2024 · 5 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2023 - January 2024 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Ashley Kate Bourland - Financial Advisor | TrueAdvisor