Amanda Neal (CRD# 4159243) is an Investment Advisor Representative working at Avantax Advisory Services in Angleton, TX and has over 22 years of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Advisors LLC
CRD# 5403538
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Angleton, TX | Nov 2010 - Current | 12 |
| Avantax Advisory Services | Angleton, TX | May 2001 - Current | 21 |
| Avantax Investment Services, Inc. | Angleton, TX | Mar 2000 - Current | 23 |
| Finley & Neal Financial Services,pllc | Angleton, TX | Jan 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- TX
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Total Assets Under Management34,341MILLIONS
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Total Number of Accounts111,856ACCOUNTS
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Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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