Ashley Marie Gagne

Current Employers

Employment History

• 07/2005 → 09/2016
  Union Bank
  San Diego, CA
• 09/2010 → 11/2020
  Unionbanc Investment Services
  San Diego, CA
• 04/2021 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2021 → Present
  Superior Planning Financial Solutions Fka Calpro Network
  San Diego, CA
• 11/2010 → Present
  Ashley M. Gagne (Self Employed)
  La Mesa, CA
• 11/2024 → Present
  Superior Planning, Llc
  San Diego, CA

Previous Registrations

• 2013-08-22 → 2020-12-02
  U.S. Bancorp Advisors, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Lemon Grove, CA
  San Diego, CA
  El Cajon, CA
  San Diego, CA
  San Diego, CA
  Santee, CA
  San Diego, CA

Other Businesses

1)BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions (fka CalPRO Financial Network) -10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131; Investment related; Insurance and securities sales and service; Financial Advisor, CFP; Start date 4/2021; 120 hrs/mnth; 100 hrs/mnth during trading. 2) Ashley Gagne (self employed)-7375 Princeton Ave, La Mesa, CA 91942; Investment related; Insurance sales & svcs; Financial Advisor, CFP; Start date 11/2010; 20 hrs/mnth; 18 hrs/mnth during trading. 3) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd., Suite 105, San Diego CA 92131; Start date 11/1/2024; Investment Advisor Representative; Registered Investment Advisory Firm; 120 hrs/mo; 80 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-22
• S63 Uniform Securities Agent State Law Examination
  2010-10-13

Designations

Other Names

• Ashley Marie Turner