Ashley
Rodabaugh
Frec
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About this Advisor
Ashley Rodabaugh is a financial advisor based in San Francisco, California, working with Frec. Ashley has previously held positions at Nationwide Mutual Insurance Company, Ohio Attorney General's Office, Nationwide Fund Distributors, Peak6 Group LLC, M1 Holdings Inc, M1 Finance LLC, Frec Securities LLC, Frec Markets, Inc, and Frec Advisers LLC. Ashley has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ashley is part of Frec, which operates out of San Francisco, California. The firm has 3 employees and manages assets totaling $8.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Frec includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Frec Brokerage Details
$8,406,120
3
93
$90,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ashley Rodabaugh Work History
Frec Advisers LLC
Frec Securities LLC
Frec Securities LLC
Frec Markets, Inc
M1 Holdings Inc
M1 Finance LLC
M1 Finance LLC
Peak6 Group LLC
Nationwide Fund Distributors
Nationwide Mutual Insurance Company
Ohio Attorney General'S Office
Disclosures
Please visit the SEC profile of Ashley Rodabaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frec
San Francisco, CA
Brookline, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
