Amy Caroline David

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2013 → 05/2017
  University Of Michigan
  Ann Arbor, MI
• 04/2017 → Present
  Intoo Usa
  Los Angeles, CA
• 09/2017 → Present
  Amy David Careers
  Farmington, MI
• 04/2019 → Present
  Bluewater Investment Strategies, Advisory Services Network
  Farmington, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-15

Other Names

• Amy Caroline Johnson