AH
AH

Ashley Lynn Hethershaw

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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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 an independent licensed insurance agent selling life insurance since 2020. She also works as an office manager for Capital Defender Wealth Management Group full-time and is an independent contractor for Scentsy, Inc., spending about 10-20% of her time on direct sales.

Employment History
Current Registrations
Bison Wealth, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Bison Wealth, LLC
January 2024 - December 2024 · 11 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.