AH
ChFC
AH
ChFC

Amanda M Huston

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

305 Madison Avenue, Morristown, NJ, 07960

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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 ActivitiesSells Insurance

Amanda holds health and life insurance licenses in California and is registered with several insurance companies, assisting clients with their insurance needs. She also sells handmade shirts and craft kits, provides administrative support to Private Advisor Group, and works as a notary for clients.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial LLC
October 2024 - October 2024 · 0 mos
Mutual Service CorporationBroker
February 2009 - September 2009 · 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.