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Amanda Almorado

10 Years of Experience
Sells Insurance

Amanda Almorado is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Tampa, FL, with 10 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 North Franklin Street, Ste 2400, Tampa, FL, 33602

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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 involved in fixed insurance, offering products including life insurance, health insurance, disability, and fixed annuities since 2016. As a fixed broker, Amanda offers a variety of insurance products.

Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Principal Securities, INC.
August 2016 - April 2018 · 1 yr 8 mos
Principal Securities, INC.Broker
August 2016 - April 2018 · 1 yr 8 mos
First Command Advisory Services
February 2016 - July 2016 · 5 mos
First Command Financial Planning, INC.Broker
May 2015 - July 2016 · 1 yr 2 mos
State Registrations1 state
FL
Advisor

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.