Amanda Mitchum
Amanda Mitchum is a registered investment advisor at Level Four Advisory Services, based in Nacogdoches, TX, with 11 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, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B 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% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
320 North Street, Suite 308, Nacogdoches, TX, 75961
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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 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
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations7 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.
Exams
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