Amy Shaffer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durango, CO, with 4 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

1199 Main Ave, Durango, CO, 81301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amy works as a financial advisor at Bank of Colorado through RJFS, dedicating about half of her time. She also works as a registered sales assistant through RJFS for Bank of Colorado Investment Services, also dedicating about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2021 - Present · 4 yrs 7 mos
State Registrations8 states
AZCOIDINNMTXUTWY
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.