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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Henthorn-powell is a financial advisor with Mercer Global Advisors Inc.. Amy has been in the industry for over 25 years and holds a variety of licenses and certifications. Amy provides a range of services to clients, including financial planning, portfolio management, and trust services. Amy's experience and expertise allow to provide comprehensive financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
03/01/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
GA
03/12/2021 - 02/16/2024
LPL FINANCIAL LLC (ATLANTA GA)
TN
11/15/2019 - 12/31/2020
ARETE WEALTH MANAGEMENT, LLC (MEMPHIS TN)
TN
05/22/2018 - 11/04/2019
PARK AVENUE SECURITIES LLC (MEMPHIS TN)
TN
07/14/2017 - 10/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GERMANTOWN TN)
VA
12/18/2009 - 01/05/2010
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
TN
07/28/2005 - 11/12/2007
SUNTRUST INVESTMENT SERVICES, INC. (CORDOVA TN)
TN
01/04/2001 - 07/12/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
TN
09/10/1999 - 03/23/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IL
02/01/1999 - 07/28/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/03/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
10/11/1995 - 03/02/1998
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
10/10/1994 - 08/24/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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