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Amanda Henchcliffe

14 Years of Experience
Campbell, CA
Broker

Amanda Henchcliffe is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Campbell, CA, with 14 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1919 S Bascom Ave, Suite 350, Campbell, CA, 95008

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2021 - Present · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2012 - March 2015 · 2 yrs 4 mos
Securian Financial Services, INC.Broker
January 2005 - May 2012 · 7 yrs 4 mos
Cri Securities, LLCBroker
January 2005 - July 2005 · 6 mos
State Registrations1 state
CA
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.
Amanda Henchcliffe - Financial Advisor | TrueAdvisor