Ashley
Barthelette
Lpl Financial LLC
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About this Advisor
Ashley Barthelette is a financial advisor operating out of Tampa, Florida who has 1 year of relevant experience. Barthelette is an advisor for Lpl Financial LLC. Throughout their career, Barthelette has worked at Lpl Financial LLC, Old Navy, Charming Charlie, Boxlunch, Target, Full-Time Student At Pasco-Hernando State College, Panera Bread, Full-Time Student At Hillsborough Community College and Full-Time Student At Wesley Chapel High School. Barthelette maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets among its 1,688,501 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on the type of financial services provided. However, fee types charged by Lpl Financial LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ashley Barthelette Work History
Ashley has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Old Navy
Charming Charlie
Boxlunch
Target
Full-Time Student At Pasco-Hernando State College
Panera Bread
Full-Time Student At Hillsborough Community College
Full-Time Student At Wesley Chapel High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashley Barthelette 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 Lpl Financial LLC
Fort Mill, SC
Sarasota, FL
North Reading, MA
Springfield, IL
Hattiesburg, MS
Fort Mill, SC
Charlotte, NC
Fort Madison, IA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
