Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kms Financial Services, Inc 5 years, 6 months Jun 2011 - Present
Pacific West Financial Consultants, Inc. 8 years, 5 months Jan 2003 - Jun 2011
Pacific West Securities, Inc. 13 years, 5 months Jan 1998 - Jun 2011
Northwest Capital 28 years, 5 months Jul 1988 - Present
Are You
Amy Marie Hedrick?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Amy Hedrick

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 27, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 26, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kms Financial Services, Inc

Last updated on July 7, 2016
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 25K
      Accounts
    • $210.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Solicitation Or Referral Fees
Other Advisors in Your Area
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Alexander Efros, MBA, CPA
    Lighthouse Financial Services Inc
    Staten Island, NY
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile