AB
CFP
AB
CFP

Amy Brouneus

14 Years of Experience
Corning, NY
Broker

Amy Brouneus is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corning, NY, with 14 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
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Location

One Credit Union Plaza, Corning, NY, 14830

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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.

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Other Business Activities

Amy works as a financial advisor for Corning Credit Union and Wealth Strategies, spending about half her time on each role. The Corning Credit Union role is investment-related, while the Wealth Strategies role is a support company position.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2017 - Present · 9 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2011 - Present · 15 yrs 1 mo
State Registrations14 states
AZCACTFLKYMAMDNCNJNYOHPATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.