Amy Arnold (CRD# 3037672) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 20 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Investment Services, LLC | Ann Arbor, MI | Dec 2020 - Current | 3 |
Concorde Holdings, Inc. | Ann Arbor, MI | Dec 2020 - Current | 3 |
Concorde Asset Management, LLC | Ann Arbor, MI | Dec 2020 - Current | 3 |
American Alternative Capital, Llc/link Alts Capital, LLC | Livonia, MI | Jul 2022 - Jan 2024 | 1 |
Bbva Securities, Inc. | Birmingham, AL | Sep 2020 - Nov 2020 | < 1 |
Bbva Wealth Solutions Inc. | Birmingham, AL | Sep 2020 - Nov 2020 | < 1 |
Bbva Usa | Birmingham, AL | Aug 2020 - Nov 2020 | < 1 |
Self-employed | Birmingham, AL | Aug 2019 - Aug 2020 | 1 |
Triloma Securities, LLC | Winter Park, FL | Jul 2016 - Aug 2019 | 3 |
Proequities, Inc. | Birmingham, AL | Jun 2006 - Jul 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- AL
- MI
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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