Amy Bush (CRD# 7121005) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tandem Wealth Advisors LLC | Phoenix, AZ | May 2019 - Current | 4 |
| None | Denver, CO | May 2018 - May 2019 | 1 |
| Victory Capital Management | Denver, CO | Mar 2015 - May 2018 | 3 |
| Victory Capital Management | Cleveland, OH | Jun 1999 - Mar 2015 | 15 |
- AZ
- CO
- TX
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts657ACCOUNTS
-
Average Account Value$299,238
- 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
AZ, CA, CO, FL, NH, NY, OH, OR, PA, TN, TX, WA
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