Amy
Yost
Global Assets Advisory, LLC
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About this Advisor
Amy Yost is a financial advisor operating in Kamas, Utah with a total of 4 years of relevant experience. Yost is on the advisory team at Global Assets Advisory, LLC. Their career trajectory has included roles at World Financial Group, Mountain Valley Financial, Yoshir Properties, LLC, We Care Financial Services, Inc, Security National Mortgage Company, Transamerica Financial Advisors, Inc, Summit County Recreation Arts And Parks Advisory Committee, Primary Residential Mortgage, Inc, Prime Source Mortgage, Inc, American United Life (Insurance Agency), Oneamerica Securities, Inova Share, Global View Capital Advisors, LTD, Global Assets Advisory, LLC, Intercap Lending, LLC, Awesome Benefit Advisors, National Pension Partners, Global View Capital Insurance, LTD, Global View Capital Management, LTD and Veritas Funding. Yost holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Global Assets Advisory, LLC is a registered investment firm headquartered in Orlando, FL. The firm has offices in 13 locations and a total of 20 advisors. It has $252 million in total assets between its 1,377 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,377 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Global Assets Advisory, LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the type of financial services offered. Fee types billed by Global Assets Advisory, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Assets Advisory, LLC Brokerage Details
$252,058,519
20
1,377
$183,049
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Amy Yost Work History
Amy has been registered as a financial advisor for 4 years.*
Global Assets Advisory, LLC
Intercap Lending, LLC
Inova Share
National Pension Partners
Summit County Recreation Arts And Parks Advisory Committee
We Care Financial Services, Inc
Global View Capital Advisors, LTD
Global View Capital Insurance, LTD
Global View Capital Management, LTD
Veritas Funding
Oneamerica Securities
American United Life (Insurance Agency)
Awesome Benefit Advisors
Security National Mortgage Company
Primary Residential Mortgage, Inc
Prime Source Mortgage, Inc
Transamerica Financial Advisors, Inc
Security National Mortgage Company
Mountain Valley Financial
Yoshir Properties, LLC
World Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Yost 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 Global Assets Advisory, LLC
Orlando, FL
Merrillville, IN
Orlando, FL
Baton Rouge, LA
Bridge City, TX
Kamas, UT
Merrillville, IN
Kamas, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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