AB
CFP
AB
CFP

Amber Billeter

9 Years of Experience
Bend, OR
Broker

Amber Billeter is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, 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 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

25 NW Irving Ave, Bend, OR, 97703

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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

Amber owns rental real estate, dedicating minimal time to it. She is also associated with Mainspring Wealth Advisors as a DBA/Support Company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2016 - Present · 10 yrs 1 mo
State Registrations18 states
AKAZCACOFLHIIDILINMTNVNYORTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.