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AK

Amber H. Knutson

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CRD#: 7510913
AK

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.

Amber Hope Knutson, who also goes by Amber Hope Fulton, was a registered financial professional .

Amber is a previously registered financial professional and started their career in finance in 2022. Amber had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amber Hope Fulton

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.

Blog Corner


CRS (Client Relationship Summary)


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

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


Past

August 15, 2022 - May 22, 2026

PRIVATE COUNSEL GROUP, LTD.

RIA
CRD#: 300083
SATELLITE BEACH, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/13/2022
Uniform Investment Adviser Law Examination

Current Firm


PC
PRIVATE COUNSEL GROUP, LTD.
PRIVATE COUNSEL GROUP, LTD.

CRD#: 300083 / SEC#: 801-114576

RIA
Registered Investment Advisory firm - (5/21/2019 Terminated)
Indiana
Registered Investment Advisory firm - (5/20/2019 Approved)
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Contact information


Main Address
Indianapolis, IN
Mailing Address
350 Massachusetts Avenue Suite 300, Indianapolis, IN 46204
Phone number
(317) 627-8957
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts152
AUM (Assets Under Management)$ 102,357,543

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.

Company Information


PRIVATE COUNSEL GROUP, LTD.

CRD#: 300083

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