Amy Lynn Colton
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
21 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Legacy Wealth Management, LLCAug 2026 to now
- Calton & Associates, Inc.Mar 2023 to now
- Your Divorce Made SimpleAug 2020 to now
- Forefront Wealth PartnersAug 2021 to Aug 2026
- Forefront Insurance PartnersFeb 2021 to Aug 2026
- Calton & Associates, Inc.May 2020 to Jan 2023
- Ifp Securities, LLCMay 2019 to May 2020
- Independent Financial PartnersOct 2015 to May 2020
- LPL Financial LLCMay 2014 to May 2019
- Contract Central LLCAug 2005 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Legacy Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 5966664
- 174767