Amy Crispino
Amy Crispino is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
660 Southpointe Court, Suite 316, Colorado Springs, CO, 80906
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy obtains insurance quotes for advisor case preparation related to life, disability, or long-term care insurance, dedicating a few hours per week to this activity. She also serves as Chief of Planning/Financial Planner for Sovereign Wealth Strategies Group, spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations18 states
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