Amanda Garrison
Amanda Garrison is a registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 5 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
2700 S Oneida, Green Bay, WI, 54304
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2017Other Business Activities
Amanda works for BMO Investment Services and BMO Bank NA in Green Bay, WI. Her role as Premier Banker at BMO Bank NA takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations9 states
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.