Amanda Michelle Holmes

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

• 09/2015 → 05/2018
  J.J.B. Hilliard, W.L. Lyons, Llc
  Indianapolis, IN
• 06/2018 → 12/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2021 → Present
  Lpl Financial Llc
  Bradenton, FL

Previous Registrations

• 2023-03-24 → 2024-09-23
  Ica Group Wealth Management, Llc
  Denver, CO
  Bradenton, FL

Other Businesses

1) 12/2021- Investment Center Advisor Group- DBA for LPL Business (entity for LPL business)- inv. related

Exams

• S66 Uniform Combined State Law Examination
  2023-01-12
• S63 Uniform Securities Agent State Law Examination
  2012-08-01

Other Names

• Amanda Michelle Barrett
• Amanda Michelle Barrett Ritchhart
• Mandy Ritchhart
• Amanda Barrett Ritchhart
• Mandy Barrett
• Amanda Michelle Holmes
• Mandy Michelle Holmes
• Amanda M Barrett