Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lynn Mitchum is an investment advisor representative and financial planner with Level Four Advisory Services. Amanda has been in the financial services industry since 2015 and has held several positions with various firms. Amanda holds Series 7 and Series 66 licenses. Amanda is a member of the Fredonia Rotary Club, Goodwill Central East Texas, and is an active volunteer in the community.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
04/12/2021 - Present
Level Four Advisory Services (Nacogdoches TX)
TX
08/29/2019 - 11/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (NACOGDOCHES TX)
TX
05/23/2019 - 09/05/2019
FSC SECURITIES CORPORATION (NACOGDOCHES TX)
TX
11/30/2015 - 05/17/2019
EDWARD JONES (NACOGDOCHES TX)
TX
01/20/2015 - 11/25/2015
WELLS FARGO ADVISORS, LLC (NACOGDOCHES TX)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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