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Christine Lanzisera

Ashton Thomas Securities, LLC
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Ashton Thomas Securities, LLC
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

200 Canal View Blvd., Ste. 204, Rochester, NY, 14623

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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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Employment History
Current Registrations
Ashton Thomas Securities, LLC
September 2021 - Present · 4 yrs 5 mos
Ashton Thomas Securities, LLCBroker
May 2009 - Present · 16 yrs 9 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.