Amy DiamondCRD Number: 6024336
Current Firm: Copperwynd Financial
Amy Diamond (CRD# 6024336) is an Investment Advisor Representative working at Copperwynd Financial in Kaysville, UT and has over 5 years of experience in the finance industry.
Foresters Equity Services, Inc.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
|Copperwynd Financial||Scottsdale, AZ||Oct 2015 - Current||1|
|Mdd Ventures||Kaysville, UT||May 2015 - Current||2|
|Creative Planning||Kaysville, UT||Aug 2014 - May 2015||< 1|
|Td Ameritrade||Salt Lake City, UT||May 2012 - Aug 2014||2|
|Fidelity Investments||Salt Lake City, UT||Jan 2012 - Apr 2012||< 1|
|Alberstons-fresh Market||Kaysville, UT||Sep 2003 - Jan 2012||8|
|College Fast Lane||Layton, UT||Oct 2010 - Nov 2011||1|
|Setpoint Ammuniton||Ogden, UT||Sep 2011 - Oct 2011||< 1|
|Weber State University||Ogden, UT||Sep 2003 - Dec 2010||7|
|Millbrook-l And R Distributors||Brooklyn, NY||Sep 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management176MILLIONS
Total Number of Accounts1,030ACCOUNTS
Average Account Value$171,081
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NV, TX, UT
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