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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Pilkerton is a financial advisor who has been in the industry since 2006. Amanda is registered with the state of Texas and currently works with Prime Capital Financial. She is a Certified Financial Planner™ professional and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Amanda has worked for a number of firms in her career, including Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., and Commonwealth Financial Network. She has also been involved in various business activities outside of her advisory work.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/27/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
07/01/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (Houston TX)
TX
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (HOUSTON TX)
TX
05/01/2009 - 11/01/2017
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
11/28/2006 - 05/04/2009
COMMONWEALTH FINANCIAL NETWORK (HOUSTON TX)
BOTH
Issued 03/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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