AG
CFP · ChFC
AG
CFP · ChFC

Amy Gold

23 Years of Experience
Virginia Beach, VA
Broker

Amy Gold is a CFP, ChFC-designated registered investment advisor, based in Virginia Beach, VA, with 23 years of industry experience.

Location

Virginia Beach, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empower Financial Services, INC.
July 2023 - Present · 3 yrs
Empower Financial Services, INC.Broker
July 2023 - Present · 3 yrs
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Personal Capital Advisors Corporation
September 2021 - April 2023 · 1 yr 7 mos
Fidelity Personal and Workplace Advisors
February 2020 - September 2021 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
February 2020 - September 2021 · 1 yr 7 mos
LPL Financial LLC
October 2011 - January 2020 · 8 yrs 3 mos
LPL Financial LLCBroker
October 2011 - January 2020 · 8 yrs 3 mos
Uvest Financial Services Group, INC.
July 2011 - October 2011 · 3 mos
Uvest Financial Services Group, INC.Broker
July 2011 - October 2011 · 3 mos
Cri Securities, LLCBroker
June 2005 - July 2011 · 6 yrs 1 mo
Securian Financial Services, INC.Broker
June 2005 - July 2011 · 6 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 2004 - June 2005 · 1 yr 4 mos
Waddell & Reed, INC.Broker
May 2002 - February 2004 · 1 yr 9 mos
State Registrations1 state
VA
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.