Amy Lynn Dennis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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 → Present
  Raymond James Financial Services, Inc.
  Ann Arbor, MI
• 08/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Ann Arbor, MI
• 05/2016 → 11/2023
  Ben Griffith Financial Services
  Ann Arbor, MI

Other Businesses

(1) Name of Business: Bison Wealth Planners Address: 24 Frank Lloyd Wright Dr # C1000, Ann Arbor, MI, 48105-9484, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client service activities, advising clients and doing transactions on RJ systems.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-24

Other Names

• Amy Lynn Pegouskie