Amy Trotter is a registered investment advisor at Wells Fargo Advisors, based in South Barrington, IL, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
14 Executive Ct, Ste 3, South Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Amy acts as power of attorney for her father, dedicating minimal time to this investment-related activity. She also owns 100% of Trotter Wealth Management Group, LLC, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations33 states
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