Unclaimed
Amanda Best is a financial advisor who has been working in the industry since July 25, 2013. Amanda is currently registered with LPL Financial LLC, which has an active scope in both Broker-Dealer (BD) and Investment Advisor (IA) regulations. Amanda is licensed in California. Amanda specializes in providing financial advice to individuals, businesses, and charitable organizations. Amanda has experience working with various investment products, including stocks, bonds, mutual funds, and variable annuities. She holds the Series 6, Series 63, and SIE licenses. Prior to joining LPL Financial LLC, Amanda worked with Securities America, Inc. and National Planning Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/16/2021 - Present
LPL Financial LLC (SANTA ANA CA)
CA
10/16/2017 - 12/21/2021
SECURITIES AMERICA, INC. (SANTA ANA CA)
CA
07/26/2013 - 10/24/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
BC
Issued 10/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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