Amy Gomez (CRD# 6476293) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Fort Washington, PA | Mar 2019 - Current | 5 |
| Lpl Financial, LLC | Fort Washington, PA | Nov 2015 - Current | 8 |
| Strategic Planning Resources Dba Whartonhill Advisors | Fort Washington, PA | Apr 2015 - Current | 9 |
| Independent Financial Partners | Fort Washington, PA | Jun 2016 - Mar 2019 | 2 |
| Independent Financial Partners | Fort Washington, PA | Apr 2015 - Jun 2016 | 1 |
| Unemployed | Ambler, PA | Oct 2014 - Apr 2015 | < 1 |
| Priority Staffing | Montgomeryville, PA | Oct 2014 - Oct 2014 | < 1 |
| Adina Gabriela, Inc Dba Closet Works | Montgomeryville, PA | Sep 2014 - Sep 2014 | < 1 |
| Homemaker | Ambler, PA | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- NJ
- PA
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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