Amy Amorosso (CRD# 5405239) is an Investment Advisor Representative working at Michael L. Ball, Cpa, LLC in Dawsonville, GA and has 1 year of experience in the finance industry. Amy Amorosso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
CRD# 4804085
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michael L. Ball, Cpa, LLC | Dawsonville, GA | Jul 2002 - Current | 21 |
- FL
- GA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$431,301
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, LA
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