AS
AS

Amy Elizabeth Sporer

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

111 Grandview Avenue, Honesdale, PA, 18431

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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 operates Forthright Wealth Planning for marketing and branding purposes. She also works as a broker/agent selling and servicing disability and accident/health insurance plans, dedicating minimal time to this activity.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
November 2007 - Present · 18 yrs 3 mos
Centaurus Financial, INC.
November 2007 - Present · 18 yrs 3 mos
Previous Registrations
Invest Financial Corporation
January 2007 - October 2007 · 9 mos
Invest Financial CorporationBroker
January 2007 - October 2007 · 9 mos
Ameriprise Financial Services, INC.
April 2005 - January 2007 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
March 2005 - January 2007 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
March 2005 - July 2006 · 1 yr 4 mos
State Registrations10 states
CACOFLGAINNJNVNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.