Amanda Lynn Brown

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

• 04/2023 → 10/2023
  Advance Wealth Management Service, Llc
  Bad Axe, MI
• 09/2017 → 10/2023
  Advance Wealth Management Service, Llc
  Bad Axe, MI
• 05/2010 → 04/2022
  Petes Bar
  Bad Axe, MI
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Bad Axe, MI
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Bad Axe, MI
• 10/2023 → Present
  Fieldstone Wealth Management Group
  Bad Axe, MI

Previous Registrations

• 2023-04-07 → 2023-10-23
  Advance Wealth Management Service, Llc
  Grand Rapids, MI

Other Businesses

(1)Name of Business: Fieldstone Wealth Management Address: 1 E Huron Ave, Bad Axe, MI, 48413-1371, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/11/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor Representative and client service team lead - providing support to FA's and service representatives

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-07

Other Names

• Amanda L Dean
• Amanda L Gunn
• Amanda Lynn Gunn
• Amanda Lynn Dean