Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Powell is a wealth advisor with RFG Advisory, LLC. Amy is also a Chartered Financial Analyst and has experience in the financial services industry since 2005. Amy specializes in financial planning, pension consulting and educational seminars. Previously, Amy worked for TRANSAMERICA CAPITAL, INC. and RAYMOND JAMES & ASSOCIATES, INC. Amy Powell is registered as an Investment Advisor Representative in Texas and Florida.
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.
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.
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2
AL
03/01/2024 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
FL
06/21/2012 - 06/12/2014
TRANSAMERICA CAPITAL, INC. (ST. PETERSBURG FL)
FL
01/20/2005 - 07/06/2010
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 04/25/2008
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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