Amy Colton, financial advisor Dripping Springs TX
90 score

Amy Colton

CRD Number: 5966664
Current Firm: Lpl Financial LLC

Amy Colton (CRD# 5966664) is an Investment Advisor Representative working at Lpl Financial LLC in Dripping Springs, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Dripping Springs, TX Oct 2015 - Current 1
Atlantic Capital Advisors Austin, TX May 2014 - Current 2
Lpl Financial LLC Austin, TX May 2014 - Current 2
Contract Central LLC Austin, TX Aug 2005 - Current 11
Eagle Strategies LLC Austin, TX Mar 2014 - May 2014 < 1
Financial Integrated Solutions Austin, TX Mar 2013 - May 2014 1
Nylife Securities LLC Austin, TX Oct 2011 - May 2014 2
New York Life Insurance Comapny Austin, TX Sep 2011 - May 2014 2
Salon Centric Tulsa, OK Jun 2010 - Dec 2011 1
Prudential Ultima Real Estate Austin, TX Oct 2008 - Mar 2011 2
Dillards Austin, TX Feb 2010 - Jun 2010 < 1
Self Employed Austin, TX Jun 2008 - Feb 2010 1
Genisis Pharmaceutical Parsippany, NJ Aug 2006 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Amy L. Colton
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
90
Clean Record
This advisor has a clean track record with regulators.

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