Amy Mackin (CRD# 6100433) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gwfs Equities, Inc. | Greenwood Village, CO | Oct 2021 - Current | 2 |
Advised Assets Groups, LLC | Greenwood Village, CO | Oct 2021 - Current | 2 |
Triad Advisors | Norcross, GA | Feb 2021 - Sep 2021 | < 1 |
Resources Investment Advisors, LLC | Overland Park, KS | Jan 2021 - Sep 2021 | < 1 |
Cafaro Greenleaf | Red Bank, NJ | Apr 2017 - Sep 2021 | 4 |
Greenleaf Advisors LLC | Red Bank, NJ | Apr 2017 - Mar 2021 | 3 |
American Portfolios Financial Services, Inc. | Holbrook, NY | May 2017 - Feb 2021 | 3 |
Empower Retirement | Denver, CO | Jan 2015 - Apr 2017 | 2 |
The Vanguard Group, Inc. | Malvern, PA | Jul 2012 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
- NJ
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, WY
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