Amy Whittington
Amy Whittington is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
17445 Arbor St, Suite 210, Omaha, NE, 68130
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy owns rental real estate properties and is an agent for McGill Brokerage, holding a term policy for herself. She also owns Omaha Retirement Planning, dedicating about half her time to financial planning, and formed Optic Financial Solutions LLC for her Raymond James business, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Nbc Securities, INC.Broker
Jhs Capital Advisors, LLCBroker
Pacific Select Distributors, INC.Broker
Legent ClearingBroker
State Registrations25 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.