Amy Hong, financial advisor Anacortes WA

Amy Hong

CRD Number: 4436786
Current Firm: Kestra Advisory Services, LLC

Amy Hong (CRD# 4436786) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 4 years of experience in the finance industry. Amy Hong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Anacortes, WA Jul 2020 - Current 4
Kestra Investment Services, LLC Anacortes, WA Dec 2018 - Current 5
Kestra Advisory Services, LLC Anacortes, WA Mar 2020 - Jun 2021 1
Kestra Investment Services, LLC Anacortes, WA Dec 2018 - Jun 2021 2
Homemaking Anacortes, WA Jun 2010 - Dec 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Amy L. Hong
Phone Number: 8445537872
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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