Amy Inglis Webb

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2017
  Lang Capital Llc
  Bluffton, SC
• 10/2016 → 04/2018
  Calibre Investment Management, Llc
  Bluffton, SC
• 04/2018 → Present
  Creative Planning
  Overland Park, KS
• 05/2016 → 04/2018
  Lang Capital Llc
  Bluffton, SC

Previous Registrations

• 2016-11-02 → 2018-04-19
  Lang Capital
  Bluffton, SC
• 2002-11-20 → 2005-03-30
  Uvest Financial Services Group, Inc.
  Demopolis, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-01
• S66 Uniform Combined State Law Examination
  2002-03-05

Other Names

• Amy Lee Inglis
• Amy Ingles Webb
• Amy Inglis Peirsol
• Amy Peirsol
• Amy I Peirsol
• Amy I Webb
• Amy Webb
• Amy Lee
• Amy Inglis