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Amanda Sewell

10 Years of Experience
Jonesboro, AR
BrokerSells Insurance

Amanda Sewell is a registered investment advisor at VALIC Financial Advisors, INC., based in Jonesboro, AR, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1322 Stone Street, Jonesboro, AR, 72401

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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 occasionally sells her paintings as a hobby. She is also an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
December 2018 - Present · 7 yrs 5 mos
VALIC Financial Advisors, INC.
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2016 - August 2018 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
October 2016 - August 2018 · 1 yr 10 mos
VALIC Financial Advisors, INC.
July 2015 - September 2016 · 1 yr 2 mos
VALIC Financial Advisors, INC.Broker
July 2015 - September 2016 · 1 yr 2 mos
Edward Jones
December 2014 - April 2015 · 4 mos
Edward JonesBroker
September 2014 - April 2015 · 7 mos
State Registrations5 states
ARLAMOMSTX
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 Sewell - Financial Advisor | TrueAdvisor