Amanda Lynn Donnelly

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2009 → 06/2026
  Virginia Retirement Specialists, Inc.
  Radford, VA
• 01/2018 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Business name: AM Financial Group, LLC, Business Address: 6580 Valley Center Drive Suite 315, Radford, VA 24141, Position Held: Agent/Broker, Expected annual income: 65000, Compensation Type: Commissions, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-01-01, Activity description: Sales and service of Life, Fixed Annuities, and Medicare supplements., Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): Life, Health, and Annuities Insurance License

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-05
• S65 Uniform Investment Adviser Law Examination
  2017-12-04

Other Names

• Amanda Lynn Burke
• Amanda Burke Palmer
• Amanda Lynn Palmer