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.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 4310343
Gladstone Wealth Partners
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 |
- NJ
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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