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Amanda Lynn Mitchum

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
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Location

320 North Street, Suite 308, Nacogdoches, TX, 75961

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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 is a board member for Fredonia Rotary Club and Goodwill Central East Texas, spending minimal time on each. She is also an Investment Advisor Representative at Level Four Advisory Services, dedicating a few hours per week to financial planning.

Employment History
Current Registrations
Level Four Advisory Services
April 2021 - Present · 4 yrs 10 mos
Level Four Financial, LLCBroker
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Level Four Financial, LLC
November 2020 - December 2021 · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
August 2019 - November 2020 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
August 2019 - November 2020 · 1 yr 3 mos
Fsc Securities Corporation
May 2019 - September 2019 · 4 mos
Fsc Securities CorporationBroker
May 2019 - September 2019 · 4 mos
Edward Jones
November 2015 - May 2019 · 3 yrs 6 mos
Edward JonesBroker
November 2015 - May 2019 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
April 2015 - November 2015 · 7 mos
Wells Fargo Advisors, LLCBroker
January 2015 - November 2015 · 10 mos
State Registrations6 states
ALARLAMAOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.