Amanda Lynn Smith

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Vantage Credit Union
  Saint Charles, MO
• 03/2017 → Present
  Lpl Financial, Llc
  Saint Charles, MO

Other Businesses

1. 3/31/2017 - Vantage Investment Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2018 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 06/11/2018 - 10 Hours Per Month/10 Hours During Trading - Support the credit union in administration of IRA, deferred compensation and member service. 3. 8/17/2021 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/07/2021 - 10 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-09
• S63 Uniform Securities Agent State Law Examination
  2018-01-08

Other Names

• Amanda Lynn Cornett