Amanda Campbell
Amanda Campbell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Palm Beach, FL, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
140 Royal Palm Way, Suite 204, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Amanda is involved in several outside business activities, including managing farmland and commercial real estate, serving on the finance committee and board of Rosarian Academy, participating in the Jupiter Police Foundation, and being a partial owner of JDAC Investments, LLC. These activities require minimal time commitment overall.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations27 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.