Amy Edwards, financial advisor Kingsport TN
93 score

Amy Edwards

CRD Number: 4459833
Current Firm: Lpl Financial LLC

Amy Edwards (CRD# 4459833) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsport, TN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ssn Advisory, Inc. Kingsport, TN Jun 2016 - Current < 1
Securites Service Network, Inc. Kingsport, TN Jun 2016 - Current < 1
Eastman Credit Union Kingsport, TN Jan 2015 - Jun 2016 1
Lpl Financial LLC Kingsport, TN Jan 2015 - Jun 2016 1
Bank Of America, N.a. Kingsport, TN Oct 2013 - Jan 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport, TN Sep 2013 - Jan 2015 1
Gaam Wealth Advisor, Inc. Kingsport, TN May 2013 - Sep 2013 < 1
Lpl Financial, LLC Kingsport, TN Jul 2007 - Sep 2013 6
Allegacy Federal Credit Union Winston-salem, NC Apr 1999 - Jul 2007 8
Cuso Financial Services, LP San Diego, CA Apr 1999 - Jul 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Amy W. Edwards
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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)
  • Educational seminars/workshops
  • 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, MA, 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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