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Ashlyn Reece

Advisor at Commonwealth Financial Network

Updated today

Location

Lufkin, TX 75901

Credentials

Series 63, Series 65

Industry experience

6 years

About

Ashlyn Reece is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and The Advanced Financial Group. Outside of advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

1101 S Chestnut Street

Lufkin, TX 75901

Most active in

Texas

Work history

Commonwealth Financial Network

2023 - Present (3 years)

The Advanced Financial Group

2023 - Present (3 years)

Commonwealth Financial

2023 - 2023 (1 year)

Raymond James & Associates, Inc.

2020 - 2023 (3 years)

Woodlands Securities Corporation

2018 - 2020 (2 years)

The Advanced Financial Group

2017 - 2018 (1 year)

Alexander Lankford & Hiers CPA

2016 - 2017 (1 year)

Market to Market

2015 - 2017 (2 years)

City of Lufkin

2014 - 2018 (4 years)

Crown Colony Country Club

2013 - 2018 (5 years)

Student

2007 - 2017 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Lufkin, TX

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