Amie A. Varnado

CAPITAL FINANCIAL PLANNERS

Youngsville, LA 70592

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CRD#: 5587494

Professional summary

Amie A Varnado, who also goes by Amie Landry Helms, Amie Ann Landry, is a registered financial advisor currently at CAPITAL FINANCIAL PLANNERS, LLC located in Youngsville, Louisiana.

Amie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Amie has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amie Landry Helms | Amie Ann Landry

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.

TIM'S ELECTRIC, LLC MEMBER/OWNER HALF OWNER OF SPOUSE'S ELECTICAL SERVICE COMPANY. ACCOUNTING - ABOUT 5% OF WORK DAY INSURANCE SALES - ABOUT 10% OF WORK DAY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amie A Varnado'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®

None

Experience

Current

September 7, 2011 - Present

CAPITAL FINANCIAL PLANNERS, LLC

Office #1: 405 Lafayette Street, Youngsville, LA 70592

RIA

CRD#: 159021

Youngsville, LA

Past

August 2, 2011 - November 29, 2011

ACADIANA WEALTH MANAGEMENT, LLC

RIA

CRD#: 158223

NEW IBERIA, LA

Past

October 31, 2008 - August 3, 2011

EDWARD JONES

RIA

CRD#: 250

YOUNGSVILLE, LA

Past

October 17, 2008 - August 3, 2011

EDWARD JONES

CRD#: 250

YOUNGSVILLE, LA

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/7/2011)

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Exams

State Security Law Exam

IAR

Series 66

Date: 10/30/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2008

General Securities Representative Examination

Current Firm

CAPITAL FINANCIAL PLANNERS, LLC

AV WEALTH MANAGEMENT GROUP, LLC | CAPITAL FINANCIAL PLANNERS, LLC

CRD#: 159021 / SEC#:

Louisiana

Registered Investment Advisory firm - (9/7/2011 Approved)

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Contact information

Main Address

405 Lafayette Street, Youngsville, LA 70592

Mailing Address

Po Box 435, Youngsville, LA 70592

Phone number

(337) 364-2151

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 26,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amie A. Varnado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amie A Varnado's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL FINANCIAL PLANNERS, LLC

ACADIANA WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2008

Series 7

Date: 10/16/2008

Current Firm

CAPITAL FINANCIAL PLANNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL FINANCIAL PLANNERS, LLC

TRUST BUT VERIFY

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