AG
AG

Amanda Gima

10 Years of Experience
Maite
Broker

Amanda Gima is a registered investment advisor at Raymond James & Associates, INC., based in Maite, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

450 Route 8, Suite 300, Maite, 96910

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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 is a founder and leader of the Guam Women's Chamber of Commerce, a non-profit organization, since 2020. She serves as a board member and finance committee chair, dedicating minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2018 - October 2018 · 1 mo
Raymond James Financial Services, INC.Broker
September 2018 - October 2018 · 1 mo
First Command Advisory Services
December 2015 - July 2018 · 2 yrs 7 mos
First Command Financial Planning, INC.
December 2015 - December 2015 · 0 mos
First Command Financial Planning, INC.Broker
October 2015 - July 2018 · 2 yrs 9 mos
State Registrations17 states
AZCACODCFLGAHIIDILNCNJNVORTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.