Ashley Nicole Trlica
Investment adviser representative at Saxon Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$679.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Saxon Financial GroupJun 2023 to now
- Linscomb & Williams Inc.Jun 2014 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Saxon Financial Group
Legal name: Saxon Interests, Inc.
$679.1MAssets managed
509Clients
15Advisers
5 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
- 5158885
- Firm CRD
- 311687