Amanda Smith is a registered investment advisor, based in San Diego, CA, with 4 years of industry experience.
Location
350 10th Avenue, Suite 880, San Diego, CA, 92101
Get directionsHistory
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 Tam Wealth Management as a support company advisor, dedicating minimal time. She also works as an independent contractor for Tinseltones by Tomlinson, a holiday caroling group, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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.