Amy Lee White

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

• 08/2021 → Present
  Raymond James Financial Services
  Elizabethtown, PA
• 06/1997 → 08/2021
  Fulton Bank
  Lancaster, PA
• 02/2022 → Present
  Raymond James Financial Services Advisors
  Elizabethtown, PA
• 09/2021 → Present
  Ddmp Investment Advisors, Llc
  Elizabethtown, PA

Other Businesses

(1)Name of Business: DDMP Investment Advisors, LLC Address: 101 Masonic Dr, Elizabethtown, PA, 17022-2547, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Retirement Plan Advisor

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Other Names

• Amy Lee Boettger