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Amanda Beaver

5 Years of Experience
Lyons, KS
BrokerSells Insurance

Amanda Beaver is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lyons, KS, with 5 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

201 West Ave S, Lyons, KS, 67554

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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 ActivitiesSells Insurance

Amanda is a partner and owner of Prairie Sky Health and Tax Consultants, where she enrolls clients in various health insurance plans, dedicating about 10-20% of her time. She also works as an agent and owner, enrolling clients into Medicare and other health insurance plans, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
State Registrations21 states
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AdvisorBrokerBoth

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 Beaver - Financial Advisor | TrueAdvisor