Amanda Brooke (CRD# 4826491) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 18 years of experience in the finance industry. Amanda Brooke has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Dobyns Wealth Team | Franklin, TN | Dec 2021 - Current | 2 |
| Raymond James Financial Services | Franklin, TN | Sep 2012 - Current | 12 |
| Southwestern Investment Advisory Services | Franklin, TN | Feb 2018 - Oct 2022 | 4 |
| Southwestern Investment Group | Franklin, TN | Oct 2013 - Oct 2022 | 9 |
| Raymond James Financial Services Advisors Inc. | Franklin, TN | Sep 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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