Amanda Neal, financial advisor Angleton TX

Amanda Neal

CRD Number: 4159243
Current Firm: Avantax Advisory Services

Amanda Neal (CRD# 4159243) is an Investment Advisor Representative working at Avantax Advisory Services in Angleton, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Angleton, TX Nov 2010 - Current 13
Avantax Advisory Services Angleton, TX May 2001 - Current 22
Avantax Investment Services, Inc. Angleton, TX Mar 2000 - Current 24
Finley & Neal Financial Services,pllc Angleton, TX Jan 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Amanda G. Neal
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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