Ashley
Winn
Smith Brothers Financial, LLC
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About this Advisor
Ashley Winn is a financial advisor based in Glastonbury, Connecticut, working with Smith Brothers Financial, LLC. Ashley has previously held positions at Greentangerine, Club Fitness, Eastern Connecticut State University, Lpl Financial, LLC, M Holdings Securities, Inc, Cetera Advisors LLC, Ccr Wealth Management, Lpl Financial LLC, and Smith Brothers Financial, LLC. Ashley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Ashley is part of Smith Brothers Financial, LLC, which operates out of Glastonbury, Connecticut. The firm has 1 office and 8 employees. The firm manages assets totaling $846.5 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 and portfolio management for individuals and small businesses. The fee structure at Smith Brothers Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith Brothers Financial, LLC Brokerage Details
$846,535,879
8
387
$2,187,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ashley Winn Work History
Lpl Financial LLC
Smith Brothers Financial, LLC
Cetera Advisors LLC
Ccr Wealth Management
M Holdings Securities, Inc
Lpl Financial, LLC
Club Fitness
Greentangerine
Eastern Connecticut State University
Disclosures
Please visit the SEC profile of Ashley Winn 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 Smith Brothers Financial, LLC
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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