Amy Godfrey, financial advisor Vineland NJ

Amy Godfrey

CRD Number: 7683848
Current Firm: Lincoln Investment

Amy Godfrey (CRD# 7683848) is an Investment Advisor Representative working at Lincoln Investment in Vineland, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Apr 2023 - Current 1
Capital Analysts Fort Washington, PA Apr 2023 - Current 1
Lincoln Investment Fort Washington, PA Feb 2023 - Current 1
Allen Associates Vineland, NJ Jan 2023 - Current 1
Minnitis Insurance Agency Blackwood, NJ Sep 2022 - Jan 2023 < 1
Liberty Mutual Insurance Marlton, NJ Sep 2021 - Sep 2022 1
Unemployed Ocean City, NJ Mar 2020 - Sep 2021 1
Thomas Heist Insurance Ocean City, NJ Sep 2018 - Mar 2020 1
Evolve Fitness Management And Consulting Ocean City, NJ Sep 2016 - Sep 2018 2
Tilton Fitness Galloway, NJ Jun 2015 - Sep 2016 1
Exodus Integrated Wellness Ocean City, NJ Jun 2005 - Jun 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2023
Contact Info for Amy T. Godfrey
Phone Number: 215-887-8111
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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, VT, WA, WI, WV

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