Amanda Lundy

Employer firm

Intrepid Capital Management Inc CRD 108516

$1.62B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Jacksonville, FL
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 03/2022 → Present
  Intrepid Capital Management Inc
  Jacksonville Beach, FL

Previous Registrations

• 2014-07-14 → 2022-03-28
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-08-21
• S63 Uniform Securities Agent State Law Examination
  2013-08-09

Designations

• Certified Financial Planner

Other Names

• Amanda Dolan
• Mandy Dolan
• Mandy R Lundy
• Amanda Renee Lundy