AA
AA

Amy Allen

18 Years of Experience
Saint Petersburg, FL
Broker

Amy Allen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.
January 2026 - Present · 4 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2008 - March 2025 · 16 yrs 3 mos
Ameriprise Financial Services, LLCBroker
August 2006 - March 2025 · 18 yrs 7 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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.