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Emmie Elizabeth Ashwell

Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. LPL Financial LLCOct 2022 to now
  2. Bam ConsultingAug 2022 to now
  3. Mfc Investment CenterOct 2022 to Jun 2023
  4. Full Time Education - Boston UniversityFeb 2022 to Jul 2022
  5. Market ForceFeb 2020 to Apr 2023
  6. Avery Dennison Labels and Packaging MaterialFeb 2020 to Jan 2022
  7. Avery Dennison Lables and Packaging MaterialJun 2017 to Feb 2020
  8. Michigan State UniversityAug 2016 to Jan 2017
  9. Full Time Education - Michigan State UniversityAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
6336665
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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