Amanda Hale
Amanda Hale is a registered investment advisor at Ameriprise Financial Services, LLC, based in Port Arthur, TX, with 26 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
3360 Jimmy Johnson Blvd, Port Arthur, TX, 77642-6308
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2024Customer Dispute
March 2019Customer Dispute
August 2010Employment Separation After Allegations
October 2007Other Business Activities
Amanda owns commercial real estate and is the president (in name only) of her husband's home building/cabinet/pool business. She is also the president of Hale, a children's book author, and a Mary Kay consultant for a discount on makeup.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Capital One Investments, LLCBroker
CUNA Brokerage Services, INC.Broker
State Registrations6 states
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.