Amanda Noel is a registered investment advisor, based in Medford, OR, with 5 years of industry experience.
Location
841 O'Hare Pkwy, Suite 200, Medford, OR, 97504
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 ActivitiesSells Insurance
Amanda is an insurance agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating about a quarter of her time. She also works as a Wealth Management Administrator and Wealth Administrator for KDP Wealth Management, LLC and Kosmatka Donnelly & Co, LLP DBA KDP Certified Public Accountants, LLP, KDP & Co LLC, respectively, spending nearly full-time hours on these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera 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.