Ashton Edward Lawrence
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$125.4BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- MarinerMar 2023 to now
- Mariner Wealth AdvisorsMar 2023 to now
- Goldfinch Wealth ManagementJan 2021 to Mar 2023
- Commonwealth Financial NetworkOct 2013 to Mar 2023
- Dehollander & Janse Financial GroupOct 2013 to Jan 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 5850156
- Firm CRD
- 140195