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Ashlie Wiggins

Investment adviser representative at Money Concepts Advisory Service
21 yearsYears since first job or exam
1 stateRegistered in
$4.1B
35 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

21 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Money Concepts Capital CorpJul 2026 to now
  2. Money ConceptsJul 2026 to now
  3. Revive RealtyAug 2020 to now
  4. Av Becnel LLC dba Everest Tax & AccountingDec 2005 to now
  5. Money ConceptsOct 2022 to Oct 2024

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (LA).

Money Concepts Advisory Service

Legal name: Money Concepts Capital Corp

$4.1B
17,032Clients
385Advisers
35 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

4806581
12963
Advisor's SEC record (opens in a new tab)
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