Ashley Worley

I began my career in the financial services industry in 2008 with the independent broker-dealer Cambridge Investment Research, Inc. During my time there, I served as both a Practice Management Coach and Business Consulting Liaison, partnering with independent advisors to identify key opportunities within their practices and helping them build on their existing success.

While at Cambridge, I earned my FINRA Series 7 and 66 licenses. I later transitioned into the insurance industry with State Farm, where I obtained licenses in life, health, property, casualty, variable, and commercial insurance. Over time, I realized the value of independence and chose to leave State Farm to manage operations for independent advisor offices. Most recently, I worked as a financial advisor with a successful team in Massachusetts.

Each of these roles has given me the ability to speak fluently on a wide range of investment and insurance topics, allowing me to bring meaningful insights and perspectives to my conversations with LPL advisors.

Today, through LPL Financial’s CFO Solutions, I serve as our CFO, providing actionable insights that support the growth of our business through data-driven financial analysis.