Rebecca Douglass
Investment adviser representative at Ashton Thomas Private Wealth
22 yearsExperience
1 stateRegistered in
$6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Ashton Thomas Private Wealth, LLCMay 2025 to now
- First Citizens BankJun 2022 to May 2025
- Banc of America Investment Services, Inc.Jan 2004 to Jun 2022
- Bank of America, N.A.Jan 2004 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ashton Thomas Private Wealth
Legal name: Ashton Thomas Private Wealth, LLC
$6BAssets managed
3,229Clients
94Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4749428
- Firm CRD
- 153902