Amy Barnes, financial advisor Troy IL
69 score

Amy Barnes

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Springfield, IL Aug 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Amy L. Barnes
Phone Number: 800-888-4700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
69

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