Amy Yost, financial advisor Kamas UT

Amy Yost

CRD Number: 4634842
Current Firm: Global Assets Advisory, LLC

Amy Yost (CRD# 4634842) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Kamas, UT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Global Assets Advisory, LLC Kamas, UT Jul 2019 - Current 4
Intercap Lending, LLC Kamas, UT Jan 2019 - Current 5
Inova Share Sandy, UT May 2018 - Current 5
National Pension Partners Cottonwood Heights, UT Nov 2015 - Current 8
Summit County Recreation Arts And Parks Advisory Committee Coalville, UT Aug 2013 - Current 10
We Care Financial Services, Inc. Kamas, UT Apr 2004 - Current 19
Global View Capital Insurance, Ltd. Waukesha, WI Feb 2018 - Jun 2019 1
Global View Capital Management, Ltd. Waukesha, WI Feb 2018 - Jun 2019 1
Global View Capital Advisors, Ltd. Waukesha, WI Jan 2018 - Jun 2019 1
Veritas Funding Kamas, UT Aug 2017 - Jan 2019 1
Awesome Benefit Advisors Sandy, UT Nov 2015 - Apr 2018 2
Oneamerica Securities Cottonwood Heights, UT Apr 2016 - Jan 2018 1
American United Life (insurance Agency) Cottonwood Heights, UT Dec 2015 - Jan 2018 2
Security National Mortgage Company Kamas, UT Feb 2014 - Jul 2017 3
Transamerica Financial Advisors, Inc. St. Petersburg, FL Jan 2012 - Apr 2016 4
Yoshir Properties, LLC Kamas, UT Sep 2007 - Apr 2016 8
World Financial Group Duluth, GA Feb 2003 - Apr 2016 13
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: 407-254-1500
Firm Website: https://www.iaac.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    252
    MILLIONS
  • Total Number of Accounts
    1,377
    ACCOUNTS
  • Average Account Value
    $183,049
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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