Amy Yost, financial advisor Pleasant Grove UT
93 score

Amy Yost

CRD Number: 4634842
Current Firm: Global View Capital Management, Ltd

Amy Yost (CRD# 4634842) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Pleasant Grove, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Insurance, Ltd. Waukesha, WI Feb 2018 - Current < 1
Global View Capital Management, Ltd. Waukesha, WI Feb 2018 - Current < 1
Veritas Funding Kamas, UT Aug 2017 - Current < 1
Awesome Benefit Advisors Sandy, UT Nov 2015 - Current 2
National Pension Partners Cottonwood Heights, UT Nov 2015 - Current 2
Summit County Recreation Arts And Parks Advisory Committee Coalville, UT Aug 2013 - Current 4
We Care Financial Services, Inc. Kamas, UT Apr 2004 - Current 14
Oneamerica Securities Cottonwood Heights, UT Apr 2016 - Jan 2018 1
American United Life (insurance Agency) Cottonwood Heights, UT Dec 2015 - Jan 2018 2
Security National Mortgage Company Kamas, UT Feb 2014 - Jul 2017 3
Transamerica Financial Advisors, Inc. St. Petersburg, FL Jan 2012 - Apr 2016 4
Yoshir Properties, LLC Kamas, UT Sep 2007 - Apr 2016 8
World Financial Group Duluth, GA Feb 2003 - Apr 2016 13
Prime Source Mortgage, Inc. Oklahoma City, OK Oct 2013 - Feb 2014 < 1
Mountain Valley Financial Kamas, UT Jan 2007 - Dec 2013 6
Security National Mortgage Company Murray, UT Dec 2011 - Nov 2013 1
Primary Residential Mortgage, Inc. Salt Lake City, UT Sep 2013 - Sep 2013 < 1
Guaranteed Rate, Inc. Midvale, UT Apr 2013 - Apr 2013 < 1
Investment Advisors International, Inc. Duluth, GA Aug 2011 - Jan 2012 < 1
World Group Securities Duluth, GA Mar 2003 - Jan 2012 8
City 1st Mortgage Services, LLC Bountiful, UT Sep 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Amy W. Yost
Phone Number: 262-650-1030
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    4,714
    ACCOUNTS
  • Average Account Value
    $64,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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