AM
CFP
AM
CFP

Ashley Madden

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
1,394 clients
Average Client Portfolio
$338K average
Assets Under Management
$470.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

603 Dolley Madison Ave, Suite 200, Greensboro, NC, 27410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashley is the Director of Financial Planning at GenCrest Capital, overseeing tax services and meeting with advisory clients, and serves as a Director for both the Greensboro Society of Financial Service Professionals and the Women's Professional Forum. She also sells insurance products and offers business owner exit planning strategy services and divorce expert work.

Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
October 2020 - Present · 5 yrs 4 mos
Strategic Blueprint, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Investment Advisors
September 2014 - October 2016 · 2 yrs 1 mo
Proequities, INC.Broker
August 2014 - October 2016 · 2 yrs 2 mos
Triad Financial Advisors, INC.
July 2008 - October 2012 · 4 yrs 3 mos
Royal Alliance Associates, INC.Broker
November 2005 - October 2012 · 6 yrs 11 mos
Transamerica Financial Advisors, INC.Broker
March 2005 - October 2005 · 7 mos
Pruco Securities, LLC.Broker
November 2003 - December 2004 · 1 yr 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.