Ashley Renea Terrell

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2019 → 07/2021
  Burns Estate Planning & Wealth Advisors Llc
  Hammond, LA
• 08/2018 → 04/2019
  Livingston Parish School Board
  Livingston, LA
• 08/2017 → 08/2018
  Tangipohoa Parish School Board
  Amite, LA
• 03/2012 → 08/2017
  Steve Scalise
  Metairie, LA
• 07/2022 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 07/2021 → 06/2022
  Burns Wealth Advisors
  Hammond, LA

Previous Registrations

• 2021-07-08 → 2022-07-26
  Burns Estate Planning & Wealth Advisors
  Hammond, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-19

Other Names

• Ashley Terrell
• Ashley R Terrell