Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Colton is a financial advisor with Forefront, an independent financial services firm. Amy is based in Austin, Texas and has over 10 years of experience in the financial services industry. Amy is a registered representative and investment advisor representative. She has a wide range of experience in financial planning, portfolio management, and insurance services. Amy is committed to helping her clients achieve their financial goals. She is a member of Forefront's team of advisors who are dedicated to providing personalized, client-centric financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees and revenue share for referrals to third parties
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2
TX
09/08/2021 - Present
Forefront (AUSTIN TX)
TX
05/18/2020 - 01/23/2023
CALTON & ASSOCIATES, INC. (Austin TX)
TX
05/28/2019 - 05/18/2020
IFP SECURITIES, LLC (Austin TX)
TX
05/08/2014 - 05/23/2019
LPL FINANCIAL LLC (AUSTIN TX)
TX
02/13/2012 - 05/13/2014
NYLIFE SECURITIES LLC (AUSTIN TX)
BOTH
Issued 03/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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