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Amy Hefner

20 Years of Experience
Macon, GA
Broker

Amy Hefner is a registered investment advisor at Raymond James & Associates, INC., based in Macon, GA, 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 531,617 clients with $500B in assets under management.

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

121 Perimeter Parkway, Macon, GA, 31210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Morgan Stanley
May 2017 - February 2022 · 4 yrs 9 mos
Morgan StanleyBroker
May 2017 - February 2022 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLC
May 2007 - April 2017 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
December 2005 - April 2017 · 11 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2005 - December 2005 · 6 mos
State Registrations13 states
ALCACOFLGAHIKYNCNYOKSCTNTX
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.