Amy Fracaro-Choate (CRD# 1501390) is an Investment Advisor Representative working at Berger Financial Group in South Burlington, VT and has over 31 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jul 2020 - Current | 3 |
| Berger Financial Group, Inc. Dba Bell Wealth Management | Burlington, VT | Jul 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2010 - Jul 2020 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2010 - Jul 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- TX
- VT
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts7,117ACCOUNTS
-
Average Account Value$233,392
- 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
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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