AZ
AZ

Amanda Zorza

10 Years of Experience
Marquette, MI
Broker

Amanda Zorza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marquette, MI, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

205 North Lakeshore Boulevard, Suite B, Marquette, MI, 49855

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amanda co-owns a convenience store with her spouse and is a partner in Fresh Coast Development Group LLC, managing real estate and rental properties. She also works as a client associate at Mark Aho Financial Group, dedicating about half of her time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2015 - Present · 10 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
March 2015 - May 2015 · 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.