Amanda Bateman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Fort Mill, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda operates Pachira Wealth Management as a DBA for her LPL business since April 2025. This home-based activity takes nearly full-time, including 8 hours during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Dentist Advisors
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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