Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ingram, TX 78025
Credentials
Series 63, Series 66
Industry experience
31 years
Amy Bush is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She worked at Edward D. Jones & Co., L.P. for 29 years before joining Raymond James Financial and related entities in 2022. Outside of her advisory role, she is an insurance agent and owns Sage Investment Advice, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a notable emphasis on advisory and implementation-support services rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
320 Hwy 39
Ingram, TX 78025
Texas
Sage Investment Advice
2022 - Present (4 years)
Oak Crest Advisors Llc
2022 - Present (4 years)
Raymond James Financial
2022 - Present (4 years)
Raymond James Financial Services, Inc
2022 - Present (4 years)
Edward D. Jones & Co., L.P.
1993 - 2022 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Kerrville, TX
HBW Advisory Services LLC
Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.
Series 63, Series 66
Kerrville, TX
Strategic Financial Concepts, llc
John Stevens is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC and Investment Centers of America, Inc. Outside of his advisory work, he is also a certified coach and personal trainer. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.
Series 66
Kerrville, TX
Edward Jones
CFP®, Series 66
Ingram, TX
Edward Jones
Series 66
Kerrville, TX
LPL Financial
Zachary Green is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Next Financial Group and has several years of experience in pest control with Starkey Pest Control. Outside of advising, he is involved with the Texas Hill Country Podcast Network. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 63, Series 66
Kerrville, TX
Edward Jones
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