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Amanda Birdsall

18 Years of Experience
Portland, OR
Broker

Amanda Birdsall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 18 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

5440 SW Westgate Drive, Suite 105, Portland, OR, 97221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amanda is an associate/employee at The Commerce Company, a support company. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
October 2008 - Present · 17 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Raymond James Financial Services
October 2008 - January 2009 · 3 mos
Wells Fargo Investments, LLC
March 2007 - May 2008 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
March 2007 - May 2008 · 1 yr 2 mos
State Registrations5 states
AZCAORWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.