Ashley Elizabeth Holliday

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 05/2021
  Yogi's Bar & Grill
  Bloomington, IN
• 05/2018 → 05/2021
  Loft Outlet
  Edinburgh, IN
• 06/2020 → 08/2020
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2019 → 08/2019
  Faurecia Clean Mobility
  Columbus, IN
• 10/2016 → 05/2017
  Jay C Food Store
  Columbus, IN
• 05/2016 → 10/2016
  Abercrombie & Fitch
  Edinburgh, IN
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Dallas, TX
• 07/2011 → 05/2017
  Bartholomew Consolidated School Corporation
  Columbus, IN
• 08/2017 → 05/2021
  Indiana University- Bloomington
  Bloomington, IN
• 09/2020 → 11/2020
  The Tap
  Bloomington, IN
• 04/2024 → Present
  Charles Schwab Bank, Ssb
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2021-08-16

Designations

• Certified Financial Planner

Other Names

• Ashley Holliday