AP
AP

Amy Perrin

14 Years of Experience
Tallahassee, FL
Broker

Amy Perrin is a registered investment advisor at Wells Fargo Advisors, based in Tallahassee, FL, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3320 Thomasville Rd, Ste 300, Tallahassee, FL, 32308

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2013 - September 2022 · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2013 - September 2022 · 9 yrs 4 mos
Deutsche Bank Securities INC.Broker
January 2012 - May 2013 · 1 yr 4 mos
State Registrations25 states
AKALCACODEFLGAIAILKSKYLAMDMIMOMSNCNMNYOHSCTXVAWAWI
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.