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Amy White

6 Years of Experience
Elizabethtown, PA
Broker

Amy White is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 Masonic Drive, Elizabethtown, PA, 17022

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Amy works as a Retirement Plan Advisor for DDMP Investment Advisors, LLC since 2021. This takes about half of Amy's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Penn Square Management CorporationBroker
December 1994 - July 1997 · 2 yrs 7 mos
State Registrations3 states
MDPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.