Advisor at Ashton Thomas Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ashton Thomas Securities, LLC
Location
Lakeside, MT
Credentials
Series 63, Series 65
Industry experience
36 years
Variable Product Model Design and Maintenance fees range from $1,200 to $1,500 per variable contract, paid quarterly or monthly.
Up to 2.99% annually (negotiable, varies by program and asset level)
Clients may engage representatives as registered representatives for commission-based transactions separate from advisory fees.
Financial planning and consulting fees generally range from $150 to $1,000 per hour, negotiable.
Ashton Thomas Insurance Agency
2026 - Present (1 year)
Ashton Thomas Private Wealth, LLC
2026 - Present (1 year)
Ashton Thomas Securities, LLC
2026 - Present (1 year)
Raymond James & Associates
2017 - 2026 (9 years)
RBC Capital Markets Corporation
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bigfork, MT
Edward Jones
Series 63, Series 66
Kalispell, MT
Edward Jones
CFP®, Series 66
Kalispell, MT
Edward Jones
Series 66
Kalispell, MT
Edward Jones
ChFC®, Series 66
Kalispell, MT
Edward Jones
CFP®, CFA®, Series 66
Kalispell, MT
Entrusted Wealth
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