Amy Barrett

6 Years of Experience

Ponte Vedra Beach, FL

1 DisclosureBroker

Amy Barrett is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

13000 Sawgrass Village Cir, Suite 27, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)

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Financial

March 2021

Final

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Other Business Activities

Amy acts as power of attorney for her parents' USAA banking and is a successor trustee for the Kufeke Family Trust. These activities are investment-related and require a few hours per week.

Employment History

Current Registrations

Raymond James & Associates, INC.

December 2020 - Present · 5 yrs 5 mos

Raymond James & Associates, INC.Broker

December 2020 - Present · 5 yrs 5 mos

Previous Registrations

Bb&t Securities, LLC

November 2020 - December 2020 · 1 mo

Bb&t Securities, LLCBroker

November 2019 - December 2020 · 1 yr 1 mo

State Registrations1 state

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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