AC
CFP
AC
CFP

Amanda Connaughton

6 Years of Experience
Lagrange, KY
BrokerSells Insurance

Amanda Connaughton is a CFP-designated registered investment advisor, based in Lagrange, KY, with 6 years of industry experience.

Location

309 W. Jefferson Street, Lagrange, KY, 40031

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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 operates under the name Financial Solutions as a financial planner and advisor, dedicating full-time hours to client meetings, marketing, and advisory services. She also works as an insurance producer/planner under Amanda Connaughton Insurance, spending about 10-20% of her time offering health and life insurance, and sells fixed insurance products a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
May 2020 - February 2025 · 4 yrs 9 mos
Concourse Financial Group Securities, INC.Broker
March 2020 - February 2025 · 4 yrs 11 mos
State Registrations11 states
ALFLILINKYMANCOHSCTNVA
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 Connaughton - Financial Advisor | TrueAdvisor