Amy Hayes
Amy Hayes is a registered investment advisor at Truist Advisory Services, INC., based in Hickory, NC, with 39 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
106 2nd St Nw, Hickory, NC, 28601
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Amy is a board member for the Western North Carolina Fellowship of Christian Athletes, attending meetings every other month. Amy also co-owns a vacation rental property in Surfside Beach, SC, managed by an on-site service.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
The Robinson-Humphrey Company INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.