Alison
Ashby
Integra Financial, Inc
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About this Advisor
Alison Ashby is a financial advisor based in Englewood, Colorado, working with Integra Financial, Inc. Alison has previously held positions at Integra Financial Inc, University Of Colorado-Denver, University Of Denver, Davita Clinical Research, and Reed College. Alison has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Alison is part of Integra Financial, Inc, which operates out of Englewood, Colorado. The firm has 1 office and 5 employees. The firm manages assets totaling $123.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Integra Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integra Financial, Inc Brokerage Details
$123,074,843
5
430
$286,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alison Ashby Work History
Integra Financial Inc
University Of Colorado-Denver
University Of Colorado-Denver
University Of Denver
Davita Clinical Research
Reed College
Disclosures
Please visit the SEC profile of Alison Ashby 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 Integra Financial, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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