Amy Dunham
Amy Dunham is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 22 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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Regulatory History (1)
Customer Dispute
August 2011Other 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.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
1717 Capital Management Company
Nationwide Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 states
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.