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Amanda Robinson
27 Years of Experience
Roanoke, VA
1 DisclosureBroker
Amanda Robinson is a registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 27 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3442 Orange Ave Ne, Roanoke, VA, 24012
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
First Citizens Investor Services, INC.
August 2019 - May 2023 · 3 yrs 9 mos
First Citizens Investor Services, INC.Broker
August 2019 - May 2023 · 3 yrs 9 mos
AXA Advisors, LLC
December 2018 - August 2019 · 8 mos
AXA Advisors, LLCBroker
December 2018 - August 2019 · 8 mos
Cetera Advisor Networks LLCBroker
October 2017 - December 2018 · 1 yr 2 mos
Cetera Advisor Networks LLC
October 2017 - December 2018 · 1 yr 2 mos
Investment Centers of America, INC.
June 2017 - October 2017 · 4 mos
Investment Centers of America, INC.Broker
June 2017 - October 2017 · 4 mos
Infinex Investments, INC.
June 2008 - June 2017 · 9 yrs
Infinex Investments, INC.Broker
June 2008 - June 2017 · 9 yrs
Wachovia Securities, LLC
February 2007 - June 2008 · 1 yr 4 mos
Wachovia Securities, LLCBroker
October 2000 - June 2008 · 7 yrs 8 mos
First Union Brokerage Services, INC.Broker
April 1999 - October 2000 · 1 yr 6 mos
State Registrations15 states
ALAZCAFLGAILMDMINCSCTXUTVAWAWV
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.
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