Amy Harper
Amy Harper is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 23 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
535 Wellington Way, Suite 260, Lexington, KY, 40503
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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 Activities
Amy is involved with Dermann & Smith Properties, L.L.C. as an investment-related rental real estate activity, and Dermann and Smith Personal Wealth Management, L.L.C. as a support company owner. She spends minimal time on each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations13 states
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