Amanda Vaught (CRD# 6626153) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Brooklyn, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriment Advisors Llc Dba Propel Financial Advisors LLC | Chicago, IL | Dec 2018 - Current | 5 |
| Mitchell, Vaught And Taylor | Chicago, IL | Feb 2017 - Dec 2018 | 1 |
| Simpson Thatcher Bartlett | New York, NY | Dec 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- IL
- NY
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$125,773
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, LA, NY, TN
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