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Amy Dennis

9 Years of Experience
Ann Arbor, MI
Broker

Amy Dennis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 9 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

24 Frank Lloyd Wright Drive, #C1000, Ann Arbor, MI, 48106

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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 an associate/employee for Bison Wealth Planners, focusing on client service, advising, and transactions on RJ systems. This takes about half of Amy's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2016 - Present · 9 yrs 10 mos
State Registrations3 states
FLGAMI
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 Dennis - Financial Advisor | TrueAdvisor