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Detailed Report
Ashley Michelle Malik
ASHLEY MICHELLE GERICH, Ashley Michelle Gerich, ASHLEY MICHELLE MALIK, Ashley Malik
CRD#: 5877721
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 6745 RANGEWOOD DR
STE 102
COLORADO SPRINGS, CO 80918
Registration History
201220142016201820202022202420262 FIRMS2023 - Present (1 year)BINVESCO DISTRIBUTORS, INC. (CRD# 7369)2011 - 2013 (1 year)
License(s)

State Registrations

B
Colorado 3/2/2023
B
Texas 5/5/2023
IA
Colorado 9/7/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
6745 RANGEWOOD DR STE 102, COLORADO SPRINGS, CO 80918
Registered with this firm since 9/7/2023
B
PFS INVESTMENTS INC. (CRD#:10111)
6745 RANGEWOOD DR STE 102, COLORADO SPRINGS, CO 80918
Registered with this firm since 2/28/2023
Previous Registration(s)
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B
 06/06/2011 - 01/07/2013 INVESCO DISTRIBUTORS, INC. (CRD#:7369) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.