Ashley Elizabeth Holliday
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Ashley Elizabeth Holliday? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab Bank, SsbApr 2024 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Yogi's Bar & GrillNov 2020 to May 2021
- The TapSep 2020 to Nov 2020
- Charles Schwab & Co., Inc.Jun 2020 to Aug 2020
- Faurecia Clean MobilityJun 2019 to Aug 2019
- Loft OutletMay 2018 to May 2021
- Indiana University- BloomingtonAug 2017 to May 2021
- Jay C Food StoreOct 2016 to May 2017
- Bartholomew Consolidated School CorporationJul 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7406309
- Firm CRD
- 5393