AMY LYNN SHAPPELL is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XY INVESTMENT SOLUTIONS, LLC | 2026-06-23 | present | Yes |
| CGN ADVISORS, LLC | 2025-04-20 | 2026-07-02 | — |
| CGN ADVISORS, LLC | 2020-06-01 | 2021-01-07 | — |
| JUETTEN PERSONAL FINANCIAL PLANNING, LLC | 2012-08-15 | 2020-09-01 | — |
| LPL FINANCIAL LLC | 2010-07-14 | 2012-08-20 | — |
| MERCER GLOBAL ADVISORS INC. | 2008-07-03 | 2010-05-17 | — |
| MERCER ADVISORS | 2006-08-02 | 2008-06-26 | — |