Amy Widener
Amy Widener is a registered investment advisor at Realta Investment Advisors, INC, based in Bristol, VA, with 27 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
951 Cumberland Street, Bristol, VA, 24201
Get directionsHistory
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 is a 50% owner of WL Financial Advisors, selling annuities, life, and long-term care insurance, dedicating about half their time. Amy also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
First Tennessee Brokerage, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.
Exams
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