Amanda Clair Lepla

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2018 → 03/2025
  Fidelity Brokerage Services Llc
  Westlake, TX
• 04/2012 → 11/2018
  Fidelity Service Company, Inc.
  Westlake, TX
• 03/2025 → Present
  Bell & Valente
  Plano, TX
• 03/2025 → Present
  Raymond James Financial Services, Inc.
  Plano, TX
• 03/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Plano, TX
• 02/2019 → 03/2025
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Previous Registrations

• 2019-02-05 → 2025-03-06
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

Bell & Valente Non-Investment Related Plano, Texas DBA/Support Company Advisor Started: 03/2025 0 hrs per month 0 hrs during trading hrs

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-01

Designations

• Certified Financial Planner

Other Names

• Amanda Clair Riehm
• Amanda Riehm