Amanda Barcliff
Amanda Barcliff is a registered investment advisor at LPL Financial LLC, based in Saint Charles, MO, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
19 Research Park Court, Saint Charles, MO, 63304
Get directionsHistory
Regulatory History (1)
Criminal
September 2000Other Business Activities
Amanda operates under several DBAs for her LPL business, including Vantage Investment Services Group, 1st Financial Investment Services, and Alltru Investment Services. Amanda also supports Vantage Credit Union in administering financial products, dedicating about a quarter of her time, and owns rental real estate, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Pfic Securities CorporationBroker
PFS Investments INC.Broker
State Registrations10 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.