AP
AP

Amanda Patel

9 Years of Experience
Memphis, TN
Broker

Amanda Patel is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

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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 owns three rental properties since 2019. She spends a few hours per week on this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Green Square Capital, LLC
September 2015 - December 2017 · 2 yrs 3 mos
State Registrations1 state
TN
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 Patel - Financial Advisor | TrueAdvisor