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Amanda Barton Reeher

LPl Financial LLC

Atlanta, GA

Meridian, MS

CRD 6298658

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-11-25
  • MS RA
    APPROVED
    Since 2025-11-25

Branch Locations

900 Ashwood Parkway Ste 330, Atlanta, GA 30338 • United States

Meridian, MS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Chamblee GA 12/2014 Present
Peachtree Wealth Strategies Chamblee GA 01/2014 Present
  • 12/2014 → Present
    Chamblee, GA
  • 01/2014 → Present
    Peachtree Wealth Strategies
    Chamblee, GA
Other Businesses

1. 12/01/2014 - PEACHTREE WEALTH STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CHAMBLEE, GA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Amanda Michelle Barton
  • Amanda Michelle Reeher

View on SEC IAPD

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