Unclaimed Profile

Rebecca Joy Stroud

AMDG FINANCIAL ADVISORY SERVICES, LLC·PLYMOUTH, Michigan

Series 65Clean record24 years registeredAMDG FINANCIAL ADVISORY SERVICES, LLC

218 SOUTH MAIN STREET, PLYMOUTH, MI 48170CRD# 4199178Firm CRD# 119569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Joy Stroud · PLYMOUTH, MI

Registration

CRD #4199178 · AMDG FINANCIAL ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMDG FINANCIAL ADVISORY SERVICES, LLC

SAVANT WEALTH MANAGEMENT

Jul 2021 – Jan 2025

WENTZVILLE, MO

AMDG FINANCIAL

Nov 2015 – Oct 2021

PLYMOUTH, MI

RBG ADVISORS, LLC

Jul 2002 – Nov 2003

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMDG FINANCIAL ADVISORY SERVICES, LLC

CRD 119569 · SEC 801-110577

AUM

$212M

Regulatory assets under management

Employees

986 client accounts

Services offered by AMDG FINANCIAL ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMDG FINANCIAL ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Rebecca Joy Stroud offer?

Rebecca Joy Stroud specializes in Financial Planning, Investment Management, Wealth Management.

What are Rebecca Joy Stroud's credentials?

Rebecca Joy Stroud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Joy Stroud located?

Rebecca Joy Stroud is based in PLYMOUTH, Michigan, last registered with AMDG FINANCIAL ADVISORY SERVICES, LLC.

How does Rebecca Joy Stroud charge for services?

Rebecca Joy Stroud's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMDG FINANCIAL ADVISORY SERVICES, LLC?

AMDG FINANCIAL ADVISORY SERVICES, LLC has approximately 7 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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