Amanda Harrelson is a ChFC-designated registered investment advisor at Osaic Advisory Services, LLC, based in Auburn, AL, with 20 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
1859 Ogletree Rd, Auburn, AL, 36830
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 Activities
Amanda receives compensation from renewals on policies sold between 2005-2013 and is an adjunct professor at Auburn University, teaching 1-2 courses per semester. She also works as an assistant with Arbor Point, dedicating a few hours per week to advisory affiliation work.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
More Advisors
- Kali Chadick, ChFC
- Jessica Hemard, PFSInvista Advisors
- Nathan Maynard, CFP, ChFC
- Matthew Clegg, CFPCambridge Investment Research Advisors, INC.
- Kelly Wilson, CFP, ChFCEdward Jones
- Benjamin Presley, CFPCambridge Investment Research Advisors, INC.