AB
AB

Amber Bennett

17 Years of Experience
Ponte Vedra Beach, FL
Broker

Amber Bennett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponte Vedra Beach, FL, with 17 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

100 Corridor Road, Suite 101, Ponte Vedra Beach, FL, 32082

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 →
Other Business Activities

Amber works as an associate/employee for Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, and The Horizon Group, providing assistance to a financial advisor, scheduling appointments, preparing for meetings, and servicing clients' needs. Each of these roles takes about half of Amber's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - May 2024 · 3 yrs 3 mos
Bb&t Securities, LLC
November 2014 - February 2021 · 6 yrs 3 mos
Bb&t Securities, LLCBroker
August 2014 - February 2021 · 6 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2008 - August 2014 · 6 yrs
State Registrations26 states
ALCACOFLGAINKSKYMAMDMIMOMTNCNMNYOHORPASCSDTXVAVirgin IslandsWAWI
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.