Amanda Montz
Amanda Montz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairhope, AL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
106 Ecor Rouge Place, Fairhope, AL, 36532
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amanda is an agent for Concourse Financial, writing and servicing fixed annuities, and an associate/employee at SmartBank and SmartBank Investment Services, working as a financial advisor. She also serves as a Finance/Investment Committee Member and Treasurer for St. James Episcopal Church, dedicating a few hours per week to each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations14 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.