Amanda Overby
Amanda Overby is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Montgomery, AL, with 8 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7460 Halcyon Pointe Drive, Suite #101, Montgomery, AL, 36117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda is a subcommittee member for Business Networking International since 2022, dedicating minimal time. She is also a committee member for Junior Thespians since early 2024, spending a few hours per week on communications.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations12 states
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