AH
CFP
AH
CFP

Amanda Hancock

14 Years of Experience
Westborough, MA
Broker

Amanda Hancock is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 14 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1800 West Park Dr Ste 150, Westborough, MA, 01581

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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 works full-time at CCR Wealth Management LLC providing financial planning and client services. She also serves as treasurer for the Charles River Dressage Association, a non-profit equestrian club, dedicating a few hours per week to financial record keeping.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLC
July 2014 - Present · 12 yrs 2 mos
Cetera Advisors LLCBroker
July 2014 - Present · 12 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
August 2014 - March 2024 · 9 yrs 7 mos
Raymond James Financial Services Advisors, INC
January 2012 - June 2014 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
November 2011 - June 2014 · 2 yrs 7 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Amanda Hancock - Financial Advisor | TrueAdvisor