Ashley G Ferretti
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Integrated Wealth Concepts LLCJun 2025 to now
- LPL Financial, LLCNov 2024 to now
- Integrated Financial PartnersJul 2023 to Jun 2025
- Famous Uncle Al'sJul 2021 to Jul 2023
- GrainSep 2020 to Jul 2021
- Plato's ClosetJul 2018 to Sep 2020
- Sonic Drive-inAug 2017 to Jul 2018
- Currituck County HighschoolJul 2014 to Aug 2018
- UnemployedJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 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
- 7615087
- Firm CRD
- 284656