Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Holmes is a financial advisor registered with LPL Financial LLC. Amanda has been in the financial services industry since 2012. Amanda holds Series 6, 7, 63, 66, 52, 53, and 24 licenses. Amanda has previously worked for Cambridge Investment Research, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Amanda currently provides investment advice to clients in Florida, Texas, and Wisconsin. Amanda's firm, LPL Financial LLC, is a registered investment advisor with the SEC and has offices in Fort Mill, SC.
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.
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2
FL
06/26/2024 - Present
LPL Financial LLC (BRADENTON FL)
FL
06/04/2018 - 12/08/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sarasota FL)
IN
09/22/2015 - 05/23/2018
J.J.B. HILLIARD, W.L. LYONS, LLC (INDIANAPOLIS IN)
IN
07/04/2012 - 05/21/2015
LPL FINANCIAL LLC (INDIANAPOLIS IN)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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