Amanda Klug (CRD# 6884591) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Kirkland, WA and has over 6 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Jul 2019 - Current | 4 |
| Katz Family Financial Advisors, LLC | Alexandria, VA | Nov 2017 - Jun 2019 | 1 |
| Katz Family Financial Advisors, LLC | Alexandria, VA | Sep 2017 - Nov 2017 | < 1 |
| Illness | Kirkland, WA | Jan 2014 - Nov 2017 | 3 |
| Arizona State University | Tempe, AZ | May 2016 - Aug 2017 | 1 |
| Bellevue School District | Bellevue, WA | Aug 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
- TX
- WA
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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