Ashley
Sullivan

Charles Schwab & Co., Inc

CRD#5395412
Investment Advisor
in San Diego, CA
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About this Advisor

Ashley Sullivan is a certified financial planner based out of San Diego, California, who has been in the advisory business for 11 years. Sullivan is an employee of Charles Schwab & Co., Inc. Sullivan has gained experience at Ubs Financial Services, Inc, Fidelity Investments, Charles Schwab & Co., Inc and Charles Schwab Bank. Sullivan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Charles Schwab & Co., Inc is a business that has its headquarters in San Diego, California. It has offices in 370 locations and a total of 14,879 people on staff. Charles Schwab & Co., Inc performs a few services, such as financial planning services, selection of other advisers and other services. Financial management fees usually are based on the type of financial services offered. However, fees billed by Charles Schwab & Co., Inc likely include hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

12481 High Bluff Drive Suite 100
San Diego, CA 92130-3583

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

CA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Ashley Sullivan Work History

Ashley has 11 years of experience.

2013 - Present (6 years)

Charles Schwab & Co., Inc

2013 - Present (6 years)

Charles Schwab Bank

2009 - 2013 (4 years)

Fidelity Investments

2007 - 2009 (2 years)

Ubs Financial Services, Inc

Disclosures

Ashley Sullivan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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