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Amanda Hall

16 Years of Experience
Winston Salem, NC
Broker

Amanda Hall is a registered investment advisor at Cetera Investment Advisers LLC, based in Winston Salem, NC, with 16 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Winston Salem, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amanda works as a registered administrative assistant for Masters Private Client Group LLC, providing financial services. She also provides accounting services, including financial statement preparation and account reconciliations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
February 2015 - Present · 11 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
February 2015 - March 2024 · 9 yrs 1 mo
Capital Guardian Wealth Management, LLC
February 2014 - March 2015 · 1 yr 1 mo
Capital Guardian, LLCBroker
November 2011 - March 2015 · 3 yrs 4 mos
Wachovia Securities, INC.Broker
February 2000 - April 2000 · 2 mos
Wachovia Brokerage ServiceBroker
April 1998 - February 2000 · 1 yr 10 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.