Amy T. Fields
Professional summary
Amy Torian Fields, who also goes by Amy E Torian, Amy Elizabeth Torian, is a registered financial advisor currently at INVESTMENTS PLUS LLC located in Waco, Texas.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Amy has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Torian Fields's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 7, 2019 - Present
INVESTMENTS PLUS LLC
Office #1: 200 W. Hwy 6, Suite 611, Waco, TX 76712October 27, 2016 - September 30, 2019
DISCIPLINED INVESTORS, L.L.C.
April 15, 1997 - June 30, 2003
MOMENTUM INDEPENDENT NETWORK INC.
June 8, 1994 - April 17, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/7/2019)
Exams
Current Firm
INVESTMENTS PLUS LLC
CRD#: 306040 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 21,000,000 |
Red Flags
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