Amy Shope is a registered investment advisor, based in Canfield, OH, with 29 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4366 Boardman Canfield Rd, Canfield, OH, 44406
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Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011Denied
Employment Separation After Allegations
July 2010Customer Dispute
November 2008Denied
Customer Dispute
June 2008Settled
Customer Dispute
May 2007Settled
Customer Dispute
April 2007Settled
Customer Dispute
June 2005Settled
Customer Dispute
March 2005Settled
Other Business Activities
Amy is a managing partner and financial advisor at Lehner Shope Wealth Group since 2018, dedicating full-time hours to this role. She also serves as a director/VP for Dylan's House, a non-profit providing housing for autistic individuals, spending about 10-20% of her time on this endeavor.
Employment History
Current Registrations
Cetera Wealth Services, LLC
March 2025 - Present · 1 yr 7 mos
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Strategic Blueprint, LLC
September 2019 - April 2025 · 5 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
August 2019 - April 2025 · 5 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2017 - September 2019 · 2 yrs 8 mos
Bfc Planning, INC.
January 2017 - September 2019 · 2 yrs 8 mos
The Huntington Investment Company
August 2010 - January 2017 · 6 yrs 5 mos
The Huntington Investment CompanyBroker
August 2010 - January 2017 · 6 yrs 5 mos
Cco Investment Services CORP.
April 2007 - August 2010 · 3 yrs 4 mos
Cco Investment Services CORP.Broker
March 2007 - August 2010 · 3 yrs 5 mos
Chase Investment Services CORP.
June 2006 - March 2007 · 9 mos
Chase Investment Services CORP.Broker
July 2005 - March 2007 · 1 yr 8 mos
Banc One Securities CorporationBroker
July 1997 - July 2005 · 8 yrs
State Registrations20 states
AZCACOFLGAILINKYMDMINCNVNYOHORPASCTNTXVA
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.
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