Amanda Ansell (CRD# 6976437) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry. Amanda Ansell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Olio Financial Planning | Blacksburg, VA | Oct 2018 - Current | 5 |
Verus Financial Partners | Richmond, VA | Jun 2018 - Oct 2018 | < 1 |
Cornerstone Wealth Advisors | Minneapolis, MN | Jun 2014 - Jun 2018 | 4 |
Virginia Polytechnic Institute And State University | Blacksburg, VA | Aug 2009 - Jun 2014 | 4 |
- NC
- OH
- TX
- VA
-
Total Assets Under Management413MILLIONS
-
Total Number of Accounts1,486ACCOUNTS
-
Average Account Value$277,704
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
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