AW
AW

Amanda L. Williams

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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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 is an advisor at Champlin & Associates, an insurance brokerage, dedicating about 10-20% of her time. She also sells fixed insurance products, including life, health, accident, disability, and LTC insurance, which takes nearly full-time hours. Amanda is also the Board Chair (President) for Home Start Hope, spending minimal time on this activity.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
February 2021 - Present · 5 yrs
J.W. Cole Financial, INC.Broker
February 2021 - Present · 5 yrs
Previous Registrations
Hornor, Townsend & Kent, LLC
October 2016 - February 2021 · 4 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
April 2016 - February 2021 · 4 yrs 10 mos
State Registrations13 states
AZCACOFLMAMNMTNCNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda L. Williams - Financial Advisor | TrueAdvisor