Amanda Staples, financial advisor Denver CO
93 score

Amanda Staples

CRD Number: 5552173
Current Firm: Lockton Investment Advisors, LLC

Amanda Staples (CRD# 5552173) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Investment Advisors LLC Denver, CO Mar 2016 - Current < 1
Lockton Companies LLC Denver, CO Mar 2016 - Current < 1
Lockton Financial Advisors LLC Denver, CO Mar 2016 - Current < 1
Rw Baird Denver, CO Dec 2014 - Feb 2016 1
Mercer Denver, CO Dec 2010 - Dec 2014 4
Mmc Securities Corp. Denver, CO Dec 2010 - Dec 2014 4
Waddell & Reed, Inc. Denver, CO Jan 2009 - Nov 2010 1
Unemployed Denver, CO Nov 2008 - Dec 2008 < 1
Strategies, LLC Denver, CO Jun 2007 - Oct 2008 1
Renaissance Suites Broomfield, CO Jan 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Amanda H. Staples
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • CO
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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