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Amy Andrews

15 Years of Experience
Baton Rouge, LA
Broker

Amy Andrews is a registered investment advisor at Raymond James & Associates, INC., based in Baton Rouge, LA, with 15 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

7350 Jefferson Hwy, Suite 490, Baton Rouge, LA, 70806

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Amy owns rental real estate property since 2020, dedicating a few hours per week to this activity. She is also a member of the Parish Finance Committee for St. Jean Vianney Catholic Church, spending minimal time on this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
September 2016 - March 2023 · 6 yrs 6 mos
Charles Schwab & CO., INC.Broker
September 2016 - March 2023 · 6 yrs 6 mos
Wells Fargo Advisors, LLCBroker
November 2010 - August 2016 · 5 yrs 9 mos
Wells Fargo Advisors, LLC
October 2010 - August 2016 · 5 yrs 10 mos
State Registrations7 states
CAFLLAMSSCTNTX
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.