AZ
AZ

Amy Zimmerman

22 Years of Experience
Clarksville, TN
Broker

Amy Zimmerman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarksville, TN, with 22 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

50 Franklin St., Clarksville, TN, 37040

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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 financial advisor and Senior Vice President for F&M Bank and F&M Wealth Management, dedicating about half of her time to each role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
State Registrations19 states
AKALCAFLGAILINKSKYMDMIMNNCNMOHSCTNTXVA
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.
Amy Zimmerman - Financial Advisor | TrueAdvisor