Amanda Harrelson (CRD# 5016231) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 18 years of experience in the finance industry.
CRD# 4443823
Aja Financial LLC
CRD# 4723375
Raymond James Financial Services Advisors, Inc.
CRD# 6853892
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Auburn, AL | Oct 2019 - Current | 4 |
| Securities America, Inc. | Auburn, AL | Oct 2019 - Current | 4 |
| Auburn University | Auburn, AL | Aug 2007 - Current | 16 |
| Cetera Advisor Networks LLC | Auburn, AL | Sep 2019 - Oct 2019 | < 1 |
| Summit Brokerage Services, Inc. | Auburn, AL | Mar 2017 - Oct 2019 | 2 |
| Summit Financial Group Inc. | Auburn, AL | Mar 2017 - Oct 2019 | 2 |
| Unemployed | Auburn, AL | Sep 2016 - Mar 2017 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Sep 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Montgomery, AR | Aug 2005 - Sep 2016 | 11 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2005 - Sep 2016 | 11 |
| Northwestern Mutual Investment Services, LLC | Opelika, AL | Jan 2011 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- AL
-
Total Assets Under Management6,930MILLIONS
-
Total Number of Accounts28,010ACCOUNTS
-
Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.