Alison Marie Ashby
Investment adviser representative at Integra Financial, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$139MFirm 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
13 years in the industry.
- Integra Financial, Inc.Dec 2022 to now
- UnemployedMay 2022 to Nov 2022
- University of Colorado-denverApr 2019 to May 2022
- University of DenverJul 2018 to Feb 2019
- UnemployedApr 2018 to Jun 2018
- Davita Clinical ResearchJan 2018 to Feb 2018
- UnemployedJun 2017 to Dec 2017
- Reed CollegeJan 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CO, MI, TX).
Integra Financial, Inc.
$139MAssets managed
113Clients
4Advisers
3 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
- 7697231
- Firm CRD
- 113422