Amy Winfrey, financial advisor Edwardsville IL
93 score

Amy Winfrey

CRD Number: 4561070
Current Firm: Axa Advisors, LLC

Amy Winfrey (CRD# 4561070) is an Investment Advisor Representative working at Axa Advisors, LLC in Edwardsville, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Oct 2008 - Current 8
Huntleigh Securities Corp. St. Louis, MO Sep 2007 - Oct 2008 1
A.g. Edwards & Sons, Inc. St. Louis, MO Oct 2006 - Aug 2007 < 1
Ben Newman Saint Louis, MO Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Amy M. Winfrey
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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