Amity Raia (CRD# 7582213) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Adviceone Advisory Services, LLC | Las Vegas, NV | Nov 2021 - Current | 2 |
Caliber Smart | Rexburg, ID | May 2020 - Dec 2021 | 1 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2018 - Apr 2021 | 3 |
Brigham Young University - Idaho | Rexburg, ID | Aug 2020 - Dec 2020 | < 1 |
Fox Peterson | Mesa, AZ | Jan 2020 - Apr 2020 | < 1 |
Melaleuca | Rexburg, ID | Feb 2019 - Nov 2019 | < 1 |
Religous Service Mission | Las Vegas, NV | Jun 2016 - Dec 2018 | 2 |
College Of Southern Nevada | Las Vegas, NV | Aug 2015 - Jun 2016 | < 1 |
High School | Las Vegas, NV | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NV
-
Total Assets Under Management1,371MILLIONS
-
Total Number of Accounts4,217ACCOUNTS
-
Average Account Value$325,154
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA
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