Amy Newell, financial advisor Danville KY
93 score

Amy Newell

CRD Number: 5461796
Current Firm: Raymond James Financial Services Advisors, Inc.

Amy Newell (CRD# 5461796) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, KY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Insurance Agent Danville, KY Jan 2013 - Current 3
Raymond James Financial Services Advisors, Inc. Danville, KY Jun 2010 - Current 6
Raymond James Financial Services Danville, KY Oct 2009 - Current 7
Farmers National Bank Danville, KY Aug 2006 - Current 10
Homemaker Perryville, KY Jan 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Amy L. Newell
Phone Number: 727-567-5877
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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