Amy Haddad, financial advisor Ridgeland MS
93 score

Amy Haddad

CRD Number: 1877255
Current Firm: Wells Fargo Advisors, LLC

Amy Haddad (CRD# 1877255) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Ridgeland, MS and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Jacison, MS Dec 2009 - Current 7
The Dogtrot Company, Inc. Jackson, MS Sep 2002 - Current 14
Ubs Financial Services Inc. Jackson, MS Mar 2007 - Dec 2009 2
Commonwealth Financial Network Waltham, MA May 2006 - Mar 2007 < 1
Summit Wealth Group Colorado Springs, CO May 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Amy E. Haddad
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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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