Amanda Lepla is a CFP-designated registered investment advisor, based in Plano, TX, with 7 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2500 Dallas Parkway, Suite 560, Plano, TX, 75093
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Regulatory History
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 is involved with Bell & Valente, a DBA/support company, since March 2025. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations4 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.
Exams
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