AP
AP

Amy Mcadam Parker

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

1790 Dickerson Blvd., Monroe, NC, 28111

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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 a Financial Advisory Services District Manager at State Employees' Credit Union and a Trust Rep at Members Trust Company, dedicating minimal time to the latter. She is also an agent for SECU Life Insurance Company and has check writing privileges for Parker Construction of Union, LLC.

Employment History
Current Registrations
Credit Union Investment Services
August 2008 - Present · 17 yrs 6 mos
Secu Brokerage ServicesBroker
May 2008 - Present · 17 yrs 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amy Mcadam Parker - Financial Advisor | TrueAdvisor