Amy
Datema
Lpl Financial LLC
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About this Advisor
Amy Datema is a financial advisor based in Zeeland, Michigan, working with Lpl Financial LLC. Amy has previously held positions at Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Suncoast Credit Union, Cuna Brokerage Services, Inc, American United Life, Oneamerica Securities, Axa Advisors, LLC, Cuna Brokerage Services, Suncoast Fcu, Lpl Financial LLC, Lake Michigan Credit Union, and Comerica Securities, Inc. Amy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Amy is part of Lpl Financial LLC, which operates out of Zeeland, Michigan. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Amy Datema Work History
Lpl Financial LLC
Lake Michigan Credit Union
Comerica Securities, Inc
Cuna Brokerage Services
Suncoast Fcu
American United Life
Oneamerica Securities
Axa Advisors, LLC
Suncoast Credit Union
Cuna Brokerage Services, Inc
Cetera Investment Advisers LLC
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Regions Bank
Cetera Investment Services LLC
Disclosures
Please visit the SEC profile of Amy Datema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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