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Amy W Yost

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

228 State Road 248, Suite 2A, Kamas, UT, 84036

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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 ActivitiesSells Insurance

Amy is involved in several outside business activities, including owning a business leasing entity, serving on a non-profit committee, and working as an independent consultant for a pension plan administrator. She also works as a loan officer for a mortgage company full-time and as an independent health insurance agent, dedicating minimal time to each.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
July 2019 - Present · 6 yrs 7 mos
Global Assets Advisory, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Global View Capital Management, LTD
February 2018 - June 2019 · 1 yr 4 mos
Oneamerica Securities, INC.
April 2016 - January 2018 · 1 yr 9 mos
Oneamerica Securities, INC.Broker
April 2016 - January 2018 · 1 yr 9 mos
Transamerica Financial Advisors, INC.
January 2012 - May 2016 · 4 yrs 4 mos
Transamerica Financial Advisors, INCBroker
January 2012 - May 2016 · 4 yrs 4 mos
Investment Advisors International, INC.
September 2011 - January 2012 · 4 mos
World Group Securities, INC.Broker
June 2003 - January 2012 · 8 yrs 7 mos
State Registrations1 state
UT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.