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Dustin Volentine

AMC WEALTH MANAGEMENT
West Monroe, LA
Some features on this profile are disabled
CRD#: 7857967
DV

Professional summary

Dustin Volentine is a registered financial advisor currently at AMC WEALTH MANAGEMENT, LLC located in West Monroe, Louisiana.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dustin has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Dustin is also employed by LKQ corporation full-time as a plant manager. He also has a small cleaning business with his children. Neither are investment related nor impact his ability to conduct advisory services as the firm provides ongoing continuity during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Volentine'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

January 18, 2024 - Present

AMC WEALTH MANAGEMENT, LLC

RIA
CRD#: 308157
West Monroe, 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
(1/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/2/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2022
Securities Industry Essentials Examination

Current Firm

AW
AMC WEALTH MANAGEMENT, LLC
AMC | AMCWEALTH.COM | AMC WEALTH MANAGEMENT, LLC | AMC WEALTH MANAGEMENT | AMC WEALTH

CRD#: 308157 / SEC#:

Alabama
Registered Investment Advisory firm - (6/8/2022 Approved)
California
Registered Investment Advisory firm - (1/16/2025 Approved)
Delaware
Registered Investment Advisory firm - (11/15/2023 Approved)
Florida
Registered Investment Advisory firm - (3/15/2022 Approved)
Georgia
Registered Investment Advisory firm - (12/3/2021 Approved)
Illinois
Registered Investment Advisory firm - (7/13/2020 Approved)
Louisiana
Registered Investment Advisory firm - (1/18/2024 Approved)
Nevada
Registered Investment Advisory firm - (9/23/2021 Approved)
New York
Registered Investment Advisory firm - (7/12/2024 Approved)
Texas
Registered Investment Advisory firm - (6/19/2024 Approved)
Utah
Registered Investment Advisory firm - (11/17/2022 Approved)
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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(618) 384-9478
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts157
AUM (Assets Under Management)$ 61,544,787

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

AMC WEALTH MANAGEMENT, LLC

CRD#: 308157West Monroe, LA

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