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Amy Lynn Walley

CRD# 5687904·Registered 2009 - 2022
Previously Registered: Being a previously registered professional could mean that Amy is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Amy Lynn Walley, who also goes by Amy Lynn Kirch, was a registered financial advisor. Amy was a previously registered financial professional and started their career in finance 2009 - 2022. Amy had worked at 4 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amy Lynn Kirch

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

17 years in the financial services industry

Current & Past Employments

AOG WEALTH MANAGEMENT·CRD# 159026
RIA
Reston, VA
August 29, 2021 - October 6, 2022
BEACON POINTE ADVISORS, LLC·CRD# 119290
RIA
Plano, TX
May 21, 2021 - July 29, 2021
D.R. SAUR FINANCIAL, INC.·CRD# 114446
RIA
Dallas, TX
December 13, 2011 - April 21, 2021
FCA CORP·CRD# 110658
RIA
Houston, TX
October 16, 2009 - January 20, 2012

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Current Firm

AW
AOG WEALTH MANAGEMENT

ALPHA OMEGA GROUP, INC. | AOG WEALTH MANAGEMENT

CRD#: 159026 / SEC#: 801-77736

Contact Information

Main Address

11911 Freedom Drive Suite 730, Reston, VA 20190

Phone Number

(703) 757-8020

# of Employees

1

Documents

Latest Form ADV

Part 2 Brochures

AOG ADV PART 2A BROCHURE (3/23/2025)

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2009About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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