Amy DumontCRD Number: 4483860
Current Firm: Wells Fargo Advisors Financial Network, LLC
Amy Dumont (CRD# 4483860) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors Financial Network, LLC||St Louis, MO||Jul 2016 - Current||1|
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Jul 2016||7|
|Wachovia Securities, LLC||Charlotte, NC||Jun 2007 - May 2009||1|
|Wachovia Securities, LLC||Charlotte, NC||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- 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)
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