Ashley Nicole Eckles

Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

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

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

Current Employers

Employment History

• 04/2023 → 12/2023
  Pfs Investments Inc.
  Riverside, CA
• 08/2022 → 12/2023
  Primerica Financial Services
  Riverside, CA
• 05/2021 → Present
  Ae Clean
  San Miguel, CA
• 01/2016 → 05/2021
  Unemployed
  San Miguel, CA
• 02/2024 → 04/2026
  Cs Planning Corp.
  Portland, OR
• 02/2024 → 04/2026
  Oak & Vine Wealth Management
  Paso Robles, CA
• 05/2026 → Present
  Advisory Solutions Group
  Paso Robles, CA

Previous Registrations

• 2024-02-02 → 2026-06-02
  Cs Planning Corp
  Paso Robles, CA
  Portland, OR

Other Businesses

AE CLEAN - OWNER - SAN MIGUEL, CA. RESIDENTIAL AND OFFICE CLEANING SERVICES. 20 HOURS PER MONTH, 8 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-29
• S63 Uniform Securities Agent State Law Examination
  2023-08-26

Other Names

• Ashley Nicole Strand