Amy Boggs, financial advisor Hollidaysburg PA
93 score

Amy Boggs

CRD Number: 5424614
Current Firm: Wells Fargo Advisors, LLC

Amy Boggs (CRD# 5424614) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Hollidaysburg, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Hollidaysburg, PA May 2009 - Current 7
Wachovia Securities Hollidaysburg, PA Jan 2007 - May 2009 2
Zachs Sports & Spirits Altoona, PA Apr 2004 - Jan 2007 2
Kooman & Associates Altoona, PA May 2006 - Dec 2006 < 1
Penn State University Altoona, PA Aug 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Amy L. Boggs
Phone Number: 314-875-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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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