Amy Yost, financial advisor Cottonwood Heights UT
93 score

Amy Yost

CRD Number: 4634842
Current Firm: Oneamerica Securities, Inc.

Amy Yost (CRD# 4634842) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Cottonwood Heights, UT Apr 2016 - Current < 1
American United Life Cottonwood Heights, UT Dec 2015 - Current 1
Awesome Benefit Advisors Lehi, UT Nov 2015 - Apr 2016 < 1
National Pension Partners Cottonwood Heights, UT Nov 2015 - Apr 2016 < 1
Security National Mortgage Company Kamas, UT Feb 2014 - Apr 2016 2
Summit County Recreation Arts And Parks Advisory Committee Coalville, UT Aug 2013 - Apr 2016 2
Transamerica Financial Advisors, Inc. So. Jordan, UT Jan 2012 - Apr 2016 4
Yoshir Properties, LLC Kamas, UT Sep 2007 - Apr 2016 8
We Care Financial Services, Inc. Kamas, UT Apr 2004 - Apr 2016 12
World Financial Group So. Jordan, UT Feb 2003 - Apr 2016 13
Prime Source Mortgage, Inc. Oklahoma City, OK Oct 2013 - Feb 2014 < 1
Mountain Valley Financial Kamas, UT Jan 2007 - Dec 2013 6
Security National Mortgage Company Murray, UT Dec 2011 - Nov 2013 1
Primary Residential Mortgage, Inc. Salt Lake City, UT Sep 2013 - Sep 2013 < 1
Guaranteed Rate, Inc. Midvale, UT Apr 2013 - Apr 2013 < 1
Investment Advisors International, Inc. South Jordan, UT Aug 2011 - Jan 2012 < 1
World Group Securities So. Jordan, UT Mar 2003 - Jan 2012 8
City 1st Mortgage Services, LLC Bountiful, UT Sep 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Amy W. Yost
Phone Number: 877-285-3863
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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