AG
AG

Amanda Gunn

2 Years of Experience
Bad Axe, MI
May Earn Commission

Amanda Gunn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bad Axe, MI, with 2 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
Loading...

Location

1 E Huron Ave, Bad Axe, MI, 48413

Get directions

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.

Learn about disclosures →
Other Business Activities

Amanda works as an Investment Advisor Representative and client service team lead at Fieldstone Wealth Management, providing support to financial advisors and service representatives. This activity requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Advance Wealth Management Service, LLC
April 2023 - October 2023 · 6 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Amanda Gunn - Financial Advisor | TrueAdvisor