Ashley
Izor

Benjamin F. Edwards & Company, Inc

CRD#7676704
Investment Advisor
in Panama City, FL

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About this Advisor

Ashley Izor is a financial advisor based in Panama City, Florida, working with Benjamin F. Edwards & Company, Inc. Ashley has previously held positions at Benjamin F. Edwards, Shades Bar & Grill, The Seagrove Market Cafe, Stay-At-Home Mom, The Surfing Deer, La Cocina, The Hub, and Hofbrauhaus. Ashley has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ashley is part of Benjamin F. Edwards & Company, Inc, which operates out of Panama City, Florida. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2585 Huntcliff Ln.
Panama City, FL 32405

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$13,158,414,504

FL Average: $11,469,110,461
Total Number of Employees

711

FL Average: 458
Total Number of Accounts

44,978

FL Average: 33,415
Average Account Size

$292,552

FL Average: $343,232

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

Ashley Izor Work History

2022 - Present (2 years)

Benjamin F. Edwards

2021 - 2022 (1 year)

Shades Bar & Grill

2020 - 2021 (1 year)

The Seagrove Market Cafe

2017 - 2020 (3 years)

Stay-At-Home Mom

2016 - 2017 (1 year)

The Surfing Deer

2016 - 2016 (< 1 year)

La Cocina

2016 - 2016 (< 1 year)

The Hub

2014 - 2016 (2 years)

Hofbrauhaus

Disclosures

Please visit the SEC profile of Ashley Izor 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 Benjamin F. Edwards & Company, Inc

Shelley Holbrooks
Saint Louis, MO
Deborah Tallman
Saint Louis, MO
Kristen Ketchum
Saint Louis, MO
Mark Barczuk
Saint Louis, MO
Nicole Avery-Young
Springfield, MO
Ashlee Ogrzewalla
Saint Louis, MO
James Stein
Saint Louis, MO
Leon Hirsh
Saint Louis, MO

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.

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