Amy Born (CRD# 2640905) is an Investment Advisor Representative working at Svb Wealth in Beverly Hills, CA and has over 28 years of experience in the finance industry. Amy Born has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Svb Wealth Advisory Inc. | Santa Monica, CA | Dec 2021 - Current | 2 |
Boston Private Wealth LLC | Beverly Hills, CA | Sep 2018 - Current | 5 |
Hightower Advisors, LLC | Beverly Hills, CA | Jul 2016 - Aug 2018 | 2 |
Acacia Wealth Advisors | Beverly Hills, CA | Nov 2007 - Jul 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1995 |
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- CA
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Total Assets Under Management6,630MILLIONS
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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