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CRD#: 335083
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for AMS BROKERAGE SERVICES LLC Comes From

Understanding the Statistics for AMS BROKERAGE SERVICES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1700 City Farm Drive Suite B, Baton Rouge, LA 70806
Mailing Address
1700 City Farm Drive Suite B, Baton Rouge, LA 70806
Firm Size
Small
Phone Number
(832) 622-3905
Established
Delaware since 01/29/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ANNUITY MARKETING SERVICESOWNER
ANDERSON, STEPHEN FRANCISCCO1181095
DUFFY, SHAWNPRESIDENT/CEO1529626
FAWLEY, DANIEL PDIRECTOR7183078
MARANTO, MICHAEL ADIRECTOR5722270
WAGSTAFF, CONNER FRED IIIFINOP1427591

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Advisor's working at AMS BROKERAGE SERVICES LLC

SD

Shawn Duffy

Shawn Michael Duffy
RR
CRD#: 1529626
CFP®: Certified Financial Planner
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
39 years
View Profile
DK

David Maitland Kingsley

RR
CRD#: 1744429
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
38 years
View Profile
IK

Ian Courtney Kelly

RR
CRD#: 4138486
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
25 years
View Profile
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