Amy GarrisonCRD Number: 2995173
Current Firm: Ameriprise Financial Services, Inc.
Amy Garrison (CRD# 2995173) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Greenville, SC and has over 15 years of experience in the finance industry. Amy Garrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Ameriprise Financial Services Inc.||Greenville, SC||Sep 2014 - Current||3|
|Nfp Securities, Inc.||Charlotte, NC||May 2012 - Sep 2014||2|
|Elliott Davis Brokerage Services, LLC||Greenville, SC||Jan 2009 - May 2012||3|
|Elliott Davis Advisory Services, LLC||Greenville, SC||Apr 2008 - May 2012||4|
|American Securities Group, Inc.||Greenville, SC||Apr 2008 - Jan 2009||< 1|
|Royal Alliance Associates||Greenville, SC||Jan 2008 - Mar 2008||< 1|
|Waddell & Reed, Inc.||Greenville, SC||Jun 2005 - Jan 2008||2|
|Various Insurance Carriers For W & R Insurance Agencies||Easley, SC||Jun 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV