Amy Delauter (CRD# 3233869) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 24 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kooman & Associates | Altoona, PA | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors Inc. | Altoona, PA | Apr 2012 - Oct 2022 | 10 |
| Raymond James Financial Services | Altoona, PA | May 1999 - Oct 2022 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- PA
- TX
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts1,235ACCOUNTS
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Average Account Value$333,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, FL, NC, NY, PA, TX, VA
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