TrueAdvisor
TrueAdvisor
AP
AP

Amanda Jean Poland

Raymond James Investment Management
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Raymond James Investment Management
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$5.5B average
Assets Under Management
$16.4B

Fee Structure

Financial Planning:Investment management only

Location

780 Carillon Parkway, St Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Investment Management
September 2020 - Present · 5 yrs 5 mos
Carillon Fund Distributors, INC.
October 2018 - Present · 7 yrs 4 mos
Carillon Fund Distributors, INC.Broker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Transamerica Capital, INC.Broker
October 2014 - October 2018 · 4 yrs
Diversified Investors Securities CORP.Broker
August 2008 - December 2011 · 3 yrs 4 mos
State Registrations4 states
COFLMNND
AdvisorBrokerBoth
Exams
No exam information available for this advisor.