TrueAdvisor
TrueAdvisor
CG
CG

Crystal Lee Godbee

Amb Wealth, LLC
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Amb Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

Location

135 South Madison Street, Thomasville, GA, 31792

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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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Employment History
Current Registrations
Amb Wealth, LLC
May 2023 - Present · 2 yrs 9 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
February 2021 - May 2023 · 2 yrs 3 mos
Sagepoint Financial, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Fsc Securities CorporationBroker
February 2021 - May 2023 · 2 yrs 3 mos
Royal Alliance Associates, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Triad Advisors LLCBroker
February 2021 - May 2023 · 2 yrs 3 mos
Woodbury Financial Services, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
September 2020 - February 2021 · 5 mos
Securities Service Network, LLCBroker
February 2016 - November 2020 · 4 yrs 9 mos
Ssn Advisory, INC.
February 2016 - September 2020 · 4 yrs 7 mos
Ssn Advisory, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Securities Service Network, INC.Broker
May 2010 - October 2015 · 5 yrs 5 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.