Amy Lynne White
Investment adviser representative at Journey Wealth Management
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Journey Wealth ManagementMar 2022 to now
- Fsm/journey WealthFeb 2022 to now
- Signal Tree Financial Partners LLCMar 2021 to Feb 2022
- Sequoia Financial Group LLCJan 2015 to Feb 2021
- Valmark Securities, Inc.Jan 2015 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 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
- 4454406
- Firm CRD
- 298904