Amy Shaffer (CRD# 7344318) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durango, CO and has over 2 years of experience in the finance industry.
CRD# 6360742
Lpl Financial LLC
CRD# 1687675
Ameriprise Financial Services, LLC
CRD# 6277565
Swan Global Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of Colorado | Durango, CO | Apr 2023 - Current | 1 |
| Bank Of Colorado Investment Services/raymond James | Durango, CO | Jun 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Durango, CO | Mar 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Durango, CO | Mar 2021 - Current | 3 |
| Bank Of Colorado | Durango, CO | Feb 2018 - Mar 2021 | 3 |
| A La Car Restaurant Delivery Service | Durango, CO | Dec 2014 - Feb 2018 | 3 |
| Bank Of Colorado | Durango, CO | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CO
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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