AF
AF

Amy Jennifer Fosbenner

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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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 the President/Founder of Fosbenner Financial, LLC, a DBA for securities activities, dedicating full-time hours during trading. She also owns A. J. Leeds, Inc. for tax purposes, spends minimal time as an Investment Advisor Representative at DAI Wealth LLC, owns FOS PRES LLC for passive investments, and owns/manages real estate through Westcliff One, LLC.

Employment History
Current Registrations
Dai Securities, LLC
January 2024 - Present · 2 yrs 1 mo
Dai Wealth, LLC
January 2024 - Present · 2 yrs 1 mo
Dai Securities, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Concorde Asset Management, LLC
January 2019 - December 2023 · 4 yrs 11 mos
Concorde Investment Services, LLCBroker
May 2018 - December 2023 · 5 yrs 7 mos
State Registrations23 states
AZCACOCTDCFLGAHIILMAMDMENCNHNJNVNYOHORPATXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.