Amy BarnesCRD Number: 6192734
Current Firm: U.s. Bancorp Investments, Inc.
Amy Barnes (CRD# 6192734) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Troy, IL and has over 4 years of experience in the finance industry.
Cambridge Capital Management, LLC
Steve Robbins, Inc.
Matter Family Office
|U.s. Bancorp Investments, Inc.||Springfield, IL||Aug 2015 - Current||2|
|Edward Jones||St Louis, MO||May 2013 - Aug 2015||2|
|Mary Kay Cosmetics||Annawan, IL||May 2004 - May 2013||9|
|Coca-cola||Rock Island, IL||Dec 2003 - May 2013||9|
|Norwex||Annawan, IL||Aug 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, VT, WA, WI, WV