Ameriprise Financial Services
44yrs
Top advisor by experience in Temple
6yrs
Stephen Ash
Financial advisor at Primerica Advisors
Stephen Ash is a fiduciary financial advisor in Temple, Texas, with 6 years in the industry. Stephen joined Primerica Advisors in 2024, a firm offering investment management. The firm is paid through a percentage of assets.
One of 55 advisors with offices in Temple, and one of 51 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1506 Paseo Del Plata Suite 300, Temple, TX 76502
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowPFS Investments Inc.Current firm
Contact Stephen
Local office(254) 773-9321Ask for Stephen. (833) 786-0550Main office · Duluth, GA 1506 Paseo Del Plata Suite 300Temple, TX 76502Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Stephen’s local office at (254) 773-9321 or the Primerica Advisors main office at (833) 786-0550, and ask for Stephen Ash.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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