Ashley L. Arrington
Professional summary
Ashley Lynn Arrington, CFP®, who also goes by Ashley Lynn Grosh, is a registered financial advisor currently at BIP WEALTH, LLC located in Nashville, Tennessee.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ashley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Lynn Arrington's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
August 17, 2022 - Present
BIP WEALTH, LLC
Office #1: 1222 Demonbreun Street Suite 1225, Nashville, TN 37203July 13, 2018 - July 18, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 22, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
March 12, 2014 - July 15, 2022
FIDELITY BROKERAGE SERVICES LLC
January 26, 2012 - March 6, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
December 14, 2011 - March 6, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2022)
(9/12/2022)
Exams
Current Firm
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,697 |
| AUM (Assets Under Management) | $ 4,460,675,379 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 |
Red Flags
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