Amy Martin
Amy Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ephrata, PA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
108 North Reading Rd, Suite 12, Ephrata, PA, 17522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy works as a Registered Client Services Associate at Fulton Bank since 2014, which is an investment-related activity, and at Fulton Financial Advisors since 2019. Each position takes about half of Amy's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
State Registrations4 states
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