Amy EnglishCRD Number: 3098863
Current Firm: Keel Point, LLC
Amy English (CRD# 3098863) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 17 years of experience in the finance industry. Amy English 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.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Keel Point Capital, LLC||Vienna, VA||Jan 2015 - Current||1|
|Keel Point, LLC||Vienna, VA||Jan 2015 - Current||1|
|Keel Point Advisors, LLC||Vienna, VA||Apr 2008 - Dec 2014||6|
|Wfg Investments||Vienna, VA||Apr 2009 - Dec 2013||4|
|American Securities Group, Inc.||Vienna, VA||Apr 2008 - Apr 2009||1|
|Bb&t Investments||Charlotte, NC||Jan 2006 - Mar 2008||2|
|Bb&t||Falls Church, VA||Jun 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management1,428MILLIONS
Total Number of Accounts1,882ACCOUNTS
Average Account Value$758,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA
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