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Ashley Brooke Maldonado

Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1505 Corporate Woods Parkway, Suite 600, Uniontown, OH, 44685

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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 Agency Sales Director at The Assurance Group since 2022, focusing on fixed insurance and annuity sales. She dedicates about 10-20% of her time during securities trading hours and about half her time overall to helping clients and leading other agents.

Employment History
Current Registrations
Integrity Advisory Solutions
April 2025 - Present · 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Ashley Brooke Maldonado - Financial Advisor | TrueAdvisor