Amy Diamond, financial advisor Kaysville UT
90 score

Amy Diamond

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Copperwynd Financial Scottsdale, AZ Oct 2015 - Current 1
Mdd Ventures Kaysville, UT May 2015 - Current 1
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
Contact Info for Amy C. Diamond
Phone Number: 480-348-2100
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    1,030
    ACCOUNTS
  • Average Account Value
    $171,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, ID, NV, TX, UT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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