Amy Henegan (CRD# 5798394) is an Investment Advisor Representative working at Bahl & Gaynor Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6690104
Ubs Financial Services Inc.
CRD# 2402104
L.m. Kohn & Company
CRD# 5359335
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quasar Distributors, LLC | Millstone, NJ | Oct 2023 - Current | < 1 |
| Bg Is, LLC | Millstone, NJ | Jul 2023 - Current | < 1 |
| Advisors Asset Management, Inc. | Monument, CO | Sep 2013 - Jul 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NJ
- NY
-
Total Assets Under Management18,030MILLIONS
-
Total Number of Accounts2,932ACCOUNTS
-
Average Account Value$6,149,342
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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