Amy Cole (CRD# 4601714) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Pleasant, SC and has over 18 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnsoncole Private Wealth Group | Mount Pleasant, SC | Jul 2018 - Current | 5 |
| Johnsoncole Private Wealth Group | Mount Pleasant, SC | Jul 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Mount Pleasant, SC | Mar 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Mount Pleasant, SC | Mar 2018 - Current | 6 |
| Pinnacle Financial Partners | Mount Pleasant, SC | Mar 2018 - Current | 6 |
| Pinnacle Asset Management | Mount Pleasant, SC | Mar 2018 - Current | 6 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Feb 2018 | 1 |
| Suntrust Investment Services, Inc. | Charleston, SC | Jan 2011 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- SC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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