Amy ManleyCRD Number: 6091574
Current Firm: Janney Montgomery Scott LLC
Amy Manley (CRD# 6091574) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Naples, FL and has over 5 years of experience in the finance industry. Amy Manley 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.
Riverglades Family Offices, LLC
Campbell Financial Partners, LLC
Independent Financial Partners
|Janney Montgomery Scott LLC||850 Park Shore Drive, FL||Jul 2017 - Current||< 1|
|Raymond James And Associates||Naples, FL||Jul 2014 - Jul 2017||3|
|Unemployed||Naples, FL||Jun 2014 - Jul 2014||< 1|
|Clear Choice Shutters||Naples, FL||Apr 2013 - Jun 2014||1|
|J.w. Cole Financial, Inc.||Tampa, FL||Apr 2013 - Jan 2014||< 1|
|Bonita Tax Professionals||Bonita Springs, FL||Feb 2013 - Apr 2013||< 1|
|Edward Jones||St Louis, MO||Jul 2012 - Feb 2013||< 1|
|Better Roads Inc.||Naples, FL||Aug 2005 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management27,301MILLIONS
Total Number of Accounts84,453ACCOUNTS
Average Account Value$323,270
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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