Amy Michelle Dunham

Kestra Private Wealth Services, LLC

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Kestra Private Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

206 advisors

Number of Clients

15,631 clients

Average Client Portfolio

$653K average

Assets Under Management

$10.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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History

Regulatory History (1)

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Customer Dispute

August 2011

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Amy is an IAR with Kestra Advisory Services and a financial advisor with Inspired Wealth Partners and Inspired Wealth Planning, dedicating nearly full-time hours to these activities. She also holds various other positions, including assistant poll manager, secretary for a motorcycle racing team, owner of Taylor Holdings Group and J Taylor Holdings LLC, chairman of the board for a food pantry, and finance committee member for Kiwanis Club.