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Amanda Burchard

19 Years of Experience
Montgomery, AL
Broker

Amanda Burchard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, AL, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6925 Halcyon Park Drive, Suite B, Montgomery, AL, 36117

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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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Other Business Activities

Amanda works as a Registered Client Service Associate for Meridiem Advisory Group LLC, dedicating about half of her time to this role. She also works part-time as a group fitness coach for Next Level Boot Camp, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - August 2016 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2016 · 3 yrs 6 mos
Morgan Keegan & Company, INC.
November 2008 - February 2013 · 4 yrs 3 mos
Morgan Keegan & Company, INC.Broker
October 2006 - February 2013 · 6 yrs 4 mos
State Registrations1 state
AL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Amanda Burchard - Financial Advisor | TrueAdvisor