Amy W Yost
Investment adviser representative at Global Assets Advisory, LLC
22 yearsExperience
1 stateRegistered in
$551.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Global Assets Advisory, LLCJul 2019 to now
- Intercap Lending, LLCJan 2019 to now
- Inova ShareMay 2018 to now
- National Pension PartnersNov 2015 to now
- We Care Financial Services, Inc.Apr 2004 to now
- Global View Capital Insurance, Ltd.Feb 2018 to Jun 2019
- Global View Capital Management, Ltd.Feb 2018 to Jun 2019
- Global View Capital Advisors, Ltd.Jan 2018 to Jun 2019
- Veritas FundingAug 2017 to Jan 2019
- Oneamerica SecuritiesApr 2016 to Jan 2018
- American United Life (insurance Agency)Dec 2015 to Jan 2018
- Awesome Benefit AdvisorsNov 2015 to Apr 2018
- Security National Mortgage CompanyFeb 2014 to Jul 2017
- Summit County Recreation Arts and Parks Advisory CommitteeAug 2013 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (UT).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
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
- 4634842
- Firm CRD
- 300460