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Amy Dubray

12 Years of Experience
Bemidji, MN
Broker

Amy Dubray is a registered investment advisor at Wells Fargo Advisors, based in Bemidji, MN, with 12 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

750 Paul Bunyan Dr Unit 1, [Satellite], Bemidji, MN, 56601

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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 is a personal fitness trainer and wellness coach, dedicating a few hours per week to this activity. She also owns 100% of Vaked, a vegan baked goods business, and spends minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
December 2022 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2014 - December 2022 · 8 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - December 2022 · 8 yrs 6 mos
Dougherty & Company LLCBroker
November 2013 - June 2014 · 7 mos
State Registrations17 states
ARAZCACOCTFLGAILMDMNNDOHRISDTNTXWI
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.
Amy Dubray - Financial Advisor | TrueAdvisor