Amy Scott-StoltzCRD Number: 4564176
Current Firm: Raymond James Financial Services Advisors, Inc.
Amy Scott-Stoltz (CRD# 4564176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD and has over 15 years of experience in the finance industry.
Elgethun Capital Management
Compass Financial Group
|Dakota Qdro||Sioux Falls, SD||Jan 2017 - Current||1|
|Legacy Financial Group||Yankton, SD||Dec 2011 - Current||6|
|South Dakota State University/university Center||Brookins, SD||Dec 2010 - Current||7|
|Raymond James Financial Services, Inc.||Sioux Falls, SD||Apr 2010 - Current||8|
|Raymond James Financial Services Advisors, Inc.||Yankton, SC||Apr 2010 - Current||8|
|E-list Assist, LLC||Sioux Falls, SD||Apr 2010 - Current||8|
|Real Estate||Sioux Falls, SD||Jan 2005 - Current||13|
|Linsco Private Ledger||Yankton, SD||Dec 2004 - Apr 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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)
- 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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