Amanda Mitchum (CRD# 5384281) is an Investment Advisor Representative working at Level Four Advisory Services in Nacogdoches, TX and has over 9 years of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 2265413
Holistic Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Four Advisory Services, LLC | Dallas, TX | Apr 2021 - Current | 3 |
| Level Four Financial, LLC | Dallas, TX | Nov 2020 - Current | 3 |
| Ubank | Nacogdoches, TX | May 2020 - Feb 2021 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Nacogdoches, TX | Aug 2019 - Nov 2020 | 1 |
| Raymond James Financial Services, Inc. | Nacogdoches, TX | Aug 2019 - Nov 2020 | 1 |
| Fsc Securities Corporation | Nacogdoches, TX | May 2019 - Aug 2019 | < 1 |
| Edward Jones | St Louis, MO | Nov 2015 - May 2019 | 3 |
| Wells Fargo Advisors, LLC | Nacogdoches, TX | Nov 2014 - Nov 2015 | 1 |
| Regions | Nacogdoches, TX | May 2014 - Nov 2014 | < 1 |
| Wells Fargo | Englewood, CO | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- LA
- TX
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Total Assets Under Management4,330MILLIONS
-
Total Number of Accounts11,667ACCOUNTS
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Average Account Value$371,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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