Amy M. Dunham
KESTRA PRIVATE WEALTH SERVICES
Griffin, GA 30224
Some features on this profile are disabled
CRD#: 4697272
Professional summary
Amy Michelle Dunham, who also goes by Amy Michelle Cannon, Amy Dunham, Amy Michelle Kujala, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Griffin, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Griffin, Georgia.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Amy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Michelle Cannon | Amy Dunham | Amy Michelle Kujala
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: SPALDING COUNTY ELECTIONS POSITION: Asst Poll Mger NATURE: Voting Poll Worker INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 825 Memorial Dr, Griffin GA 30224, United States DESCRIPTION: Help with maintaining and ethical and legal voting poll and asset voters in casting their ballot Bus Name: HUNTER DUNHAM RACING LLC POSITION: Secretary NATURE: Motorcycle Racing Team INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2019 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: Current I just help Tony & Hunter make sure deposits are made and bills are paid. Bus Name: INSPIRED WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 118 N Expressway, Griffin GA 30223, United States DESCRIPTION: Help with planning & management of client financial accounts Bus Name: TAYLOR HOLDINGS GROUP POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: report income for tax purposes Bus Name: J TAYLOR HOLDINGS LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: own and maintain building Bus Name: FIVE LOAVES AND TWO FISH FOOD PANTRY POSITION: Chairman of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 412 W Slaton Ave, Griffin GA 30223, United States DESCRIPTION: Chairman of the board overseeing the day to day operation with the board. Our Director reports to me for anything daily that needs to be handled Bus Name: KIWANIS CLUB OF GRIFFIN POSITION: Finance Committee, Fair board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2014 ADDRESS: 1025 S Hill St, Griffin GA 30224, United States DESCRIPTION: With a committee and a board we make financial decision for the club. How to raise money for our community projects and invest the funds of the club for service projects, scholarships and the fair. Bus Name: INSPIRED WEALTH PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 118 N Expressway, Griffin GA 30223, United States DESCRIPTION: Help with planning & management of client financial accounts
CRS (Client Relationship Summary) - RIA
Click below to view Amy Michelle Dunham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 11, 2025 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 409 Airport Rd Suite 101, Griffin, GA 30224RIA
CRD#: 155193
Griffin, GA
Current
March 11, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 409 Airport Rd Suite 101, Griffin, GA 30224BD
CRD#: 42046
Griffin, GA
Past
April 10, 2008 - March 12, 2025
EDWARD JONES
RIA
CRD#: 250
GRIFFIN, GA
Past
March 28, 2008 - March 12, 2025
EDWARD JONES
BD
CRD#: 250
GRIFFIN, GA
Past
July 31, 2007 - March 25, 2008
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
FAYETTEVILLE, GA
Past
April 22, 2005 - March 25, 2008
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
FAYETTEVILLE, GA
Past
December 1, 2004 - January 3, 2005
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ATLANTA, GA
Past
November 24, 2003 - January 3, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/11/2025)
RR
California(3/11/2025)
RR
Florida(3/11/2025)
RR
Georgia(3/11/2025)
IAR
Georgia(3/14/2025)
RR
Illinois(3/11/2025)
RR
Indiana(3/11/2025)
RR
Kansas(3/12/2025)
RR
Kentucky(3/11/2025)
RR
Maryland(3/11/2025)
RR
Michigan(3/12/2025)
RR
New York(8/19/2025)
RR
North Carolina(3/14/2025)
RR
South Carolina(3/12/2025)
RR
Tennessee(3/11/2025)
RR
Texas(3/11/2025)
IAR
Texas(3/11/2025)
RR
Virginia(3/12/2025)
RR
Wisconsin(6/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Griffin, GA 30224TRUST BUT VERIFY
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Contact information
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