Ashley W Folkes

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 06/2018 → 12/2018
  Axa Advisors-Equitable
  Scottsdale, AZ
• 01/2013 → 06/2018
  Aig/Valic
  Scottsdale, AZ
• 11/2018 → 02/2020
  Moors & Cabot Inc
  Phoenix, AZ
• 08/2021 → 08/2022
  Bridgeworth Wealth Management
  Birmingham, AL
• 02/2020 → 08/2021
  Pnc Private Bank
  Birmingham, AL
• 08/2022 → 07/2023
  Park Ave Securities
  Birmingham, AL
• 05/2023 → 07/2023
  Oneamerica Securities
  Hoover, AL
• 07/2023 → 06/2024
  Cetera Advisors, Llc
  St Cloud, MN
• 06/2024 → 06/2025
  Farther Finance Advisors
  Hoover, AL
• 07/2025 → Present
  Truist Investment Services, Inc.
  Birmingham, AL
• 07/2025 → Present
  Truist Advisory Services, Inc.
  Birmingham, AL

Previous Registrations

• 2024-06-21 → 2025-06-26
  Farther
  Hoover, AL
  Hoover, AL
  San Francisco, CA
• 2024-03-21 → 2024-06-17
  Cetera Investment Advisers Llc
  Hoover, AL
  Birmingham, AL
• 2023-07-28 → 2024-03-21
  Cetera Advisors Llc
  Houston, TX
  Hoover, AL
  Birmingham, AL
• 2023-05-24 → 2023-08-01
  Oneamerica Securities, Inc.
  Hoover, AL
  Indianapolis, IN
• 2022-11-29 → 2023-05-15
  Park Avenue Securities Llc
  Birmingham, AL
• 2021-08-09 → 2022-08-01
  Bridgeworth Wealth Management
  Birmingham, AL
• 2018-12-17 → 2020-01-28
  Moors & Cabot, Inc.
  Phoenix, AZ
• 2018-06-19 → 2018-12-07
  Equitable Advisors, Llc
  Scottsdale, AZ
• 2013-01-23 → 2018-06-18
  Valic Financial Advisors, Inc.
  Birmingham, AL
  Phoenix, AZ
  Santa Fe, NM
  Albuquerque, NM
• 2012-02-02 → 2012-03-05
  Synovus Securities, Inc.
  Dothan, AL
  Columbus, GA
• 2011-01-12 → 2011-12-16
  Fifth Third Securities, Inc.
  Atlanta, GA
  Atlanta, GA
• 2005-09-19 → 2010-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-11
• S66 Uniform Combined State Law Examination
  2005-12-28

Designations

• Certified Financial Planner

Other Names

• Ashley Wayne Folkes
• Ashley Folkes