Amy BaughmanCRD Number: 5443755
Current Firm: Morgan Stanley
Amy Baughman (CRD# 5443755) is an Investment Advisor Representative working at Morgan Stanley in Fairhope, AL and has over 9 years of experience in the finance industry.
Retirement Advisors, Inc.
Sterne Agee Asset Management, Inc.
Gantt Financial Advisors, LLC
|Morgan Stanley Smith Barney||Fairhope, AL||Jun 2010 - Current||7|
|Merrill Lynch||Fairhope, AL||Oct 2007 - Jun 2010||2|
|Martin Federal Credit Union||Orlando, FL||Dec 2005 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV