Amy W. Priar
Professional summary
Being a previously registered professional could mean that this person 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.
Amy Wagner Priar, who also goes by Amy Wagner Southard, Amy Sue Wagner, was a registered financial professional .
Amy is a previously registered financial professional and started their career in finance in 2016. Amy had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 30, 2025 - January 2, 2026
DEAN DORTON WEALTH MANAGEMENT, LLC
August 22, 2018 - May 12, 2025
ALLWORTH FINANCIAL, L.P.
September 7, 2016 - February 7, 2019
SIMPLY MONEY ADVISORS
State Registrations and Notice Filings
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Current Firm
DEAN DORTON WEALTH MANAGEMENT, LLC
CRD#: 297616 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 81,124,456 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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