Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
United Capital Financial Advisers, LLC 3 years, 3 months Aug 2016 - Present
Westport Resources Investment Services 3 years, 5 months Apr 2013 - Sep 2016
Commonwealth Advisors, Inc. 2 years, 9 months Jun 2010 - Mar 2013
Louisiana State University 9 months Aug 2009 - May 2010
Are You
Ashley Schexnaildre?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Ashley Schexnaildre

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Capital Financial Advisers

Last updated on July 15, 2019
    • $22.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 71K
      Accounts
    • $309.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
Other Advisors in Your Area
  • Peter Joseph Dellagrotte
    Wealth Management Advisers, LLC
    Westport, CT
    View Profile
  • Carl August Friedrich
    Woodbury, NY
    View Profile
  • Charles Joseph Massimo
    Cjm Fiscal Management, Inc.
    Deer Park, NY
    View Profile
  • Patricia Rosaleen Vitale
    Total Financial Advisors, LLC
    Bethpage, NY
    View Profile
  • Theodore Robert Fisher
    J.P. Morgan Securities LLC
    Los Angeles, CA
    View Profile
  • Darrin Michael Bradley
    Securian Financial Services, Inc.
    Neptune, NJ
    View Profile