AG
CFP
AG
CFP

Amy Beavers Grammer

14 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

2201 Executive Park Drive, Dalton, GA, 30720

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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 Activities

Amy provides investment advisory services through Stratos Wealth Partners, dedicating full-time hours to this. She also engages in various other business activities, including real estate rental through Oliver Grammer, LLC and Beavers Properties, LLC, and serves as CEO/President of Lauren's Freeze Dried Treats, LLC and CEO/Publisher of Beavers Media, LLC.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
August 2013 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2011 - August 2013 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
March 2011 - August 2013 · 2 yrs 5 mos
State Registrations9 states
ALCOFLGALAMINYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.