Amy Cole
Amy Cole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Pleasant, SC, with 20 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
530 Johnnie Dodds Boulevard, Mount Pleasant, SC, 29464
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 Activities
Amy works as an Investment Advisor Associate for Pinnacle Financial Partners, dedicating about 10-20% of her time. She also works as an employee for Pinnacle Asset Management, spending nearly full-time hours in this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations7 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.