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Lea Anne Ashby

Advisor at Benjamin F. Edwards & Company, Inc. — Salem, IL

Updated today

Credentials

Series 66

Experience

22 years

Location

Salem, IL 62881

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

517

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

Lea Ashby is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and with 22 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously spent 16 years at Raymond James Financial Services. Outside of her advisory role, she is involved in the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of services, including advisory programs, financial planning, investment management, and brokerage services. The firm combines proprietary strategies with third-party models and operates its own equity and fixed income trading desk, offering both discretionary and non-discretionary managed solutions.

Client services

Based on Benjamin F. Edwards & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees charged in advance; must be agreed upon and can exceed $10,000 with manager approval.

Percentage

$0 - $250,000: 1.50% - 2.75% depending on program $250,000 - $500,000: 1.00% - 2.25% depending on program $500,000 - $1,000,000: 0.75% - 1.75% depending on program $1,000,000 - $2,500,000: 0.65% - 1.25% depending on program $2,500,000 - $5,000,000: 0.75% - 1.25% depending on program $5,000,000+: 0.65% - 0.75% depending on program

Commissions

Brokerage accounts pay commissions on transactions; also commission-based product sales outside advisory fees.

Project-based

Hourly consulting rates are available, specific rates negotiated with clients (e.g., $250/hour not specifically stated but typical).

Other

Account minimum: Varies by program and strategy, generally ranging from $5,000 to $160,000 depending on selected manager and strategy (e.g., $5,000 for some BFE-managed strategies; $25,000 - $40,000 for BFE financial advisor managed strategies; $10,000 - $100,000 for third-party managers). No single flat amount clearly stated. Minimum fee: Minimum annual fee of $125 applies to all BFE investment advisory accounts. Fee-only: Financial planning flat fees, investment and retirement plan consulting fees negotiated; typically flat fees or asset-based fees based on services.

Location

See office

Salem, IL

217 West Main Street

Salem IL 62881

Advisors at this office

3

Most active in

Illinois · Ohio · Texas

Work history

22 years of industry experience

Benjamin F. Edwards & Co.

2018 - Present • 8 years

Salem, IL

Raymond James Financial Services, inc.

2002 - 2018 • 16 years

Salem, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with one year of industry experience. He holds a Series 65 designation and has professional background managing several family businesses related to heating and cooling, property, and repairs. Terrapene Capital offers portfolio management through separately managed accounts and a private pooled vehicle, serving accredited, qualified, and institutional investors. The firm employs quantitative long/short equity strategies that combine machine learning and human risk oversight, operating with a focus on systematic equity trading and maintaining both fund management and general partnership roles.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
user avatar

Madeline S

CFP®

Centralia, IL

Plancorp, LLC

Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Rebecca T

Series 63, Series 65

Salem, IL

Benjamin F. Edwards & Company, Inc.

Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously spent over 16 years with Raymond James Financial and its affiliates. Outside of her advisory role, she is a partner in real estate development ventures. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that leverage proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Christopher K

Series 63, Series 65, Series 66

Centralia, IL

Centaurus Financial, Inc.

Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His work history includes roles at Centaurus Financial since 2017 and at DICK's Sporting Goods since 2016, among other positions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a variety of investment analyses and both discretionary and non-discretionary management arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Nicholas H

Series 63, Series 65

Salem, IL

Benjamin F. Edwards & Company, Inc.

Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards & Co. since 2018, following prior roles at Raymond James Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides a range of services such as financial planning, investment management, retirement plan consulting, and brokerage, utilizing both proprietary and third-party strategies with in-house equity and fixed-income trading capabilities.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Travis E

Series 63, Series 65

Centralia, IL

Money Concepts Capital Corp

Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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