Amy Lorraine Gates
Investment adviser representative at Trust Advisory Group Ltd
18 yearsExperience
1 stateRegistered in
$313.5MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Stonex Securities Inc.Sep 2024 to now
- Trust Advisory Group LtdOct 2008 to now
- Ages Financial Services, Ltd.Nov 2008 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Trust Advisory Group Ltd
$313.5MAssets managed
564Clients
14Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2488456
- Firm CRD
- 106926