Ashley
Welch
Lpl Financial LLC
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About this Advisor
Ashley Welch is a financial advisor based in Bismarck, North Dakota, working with Lpl Financial LLC. Ashley has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Chase, Lake Washington Institute Of Technology, Homemaker, First International Bank & Trust, and Lpl Financial LLC. Ashley has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Ashley is part of Lpl Financial LLC, which operates out of Bismarck, North Dakota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Welch Work History
First International Bank & Trust
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Homemaker
Lake Washington Institute Of Technology
Chase
Disclosures
Please visit the SEC profile of Ashley Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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