Amy Johnson, financial advisor Cumming GA

Amy Johnson

CRD Number: 4842005
Current Firm: Truist Advisory Services, Inc.

Amy Johnson (CRD# 4842005) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cumming, GA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2019 - Current 5
Suntrust Investment Services Inc. Atlanta, GA Jan 2019 - Current 5
Suntrust Bank Canton, GA Jan 2019 - Current 5
Pruco Securities LLC Atlanta, GA Apr 2017 - Jan 2019 1
The Prudential Insurance Company Of America Atlanta, GA Apr 2017 - Jan 2019 1
Unemployed Johns Creek, GA Sep 2016 - Apr 2017 < 1
Waddell & Reed, Inc. Atlanta, GA Sep 2014 - Sep 2016 2
Various Insurance Carriers For W&r Insurance Agencies Johns Creek, GA Sep 2014 - Sep 2016 2
Unemployed Cumming, GA Jun 2014 - Sep 2014 < 1
J.p. Morgan Securities LLC Winter Haven, FL Oct 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Amy E. Johnson
Phone Number: 404-813-7713
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, VI, VT, WA, WI, WV, WY

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