Amanda Mahland (CRD# 5483370) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 13 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2009 - Current | 15 |
| Hbks Wealth Advisors | Naples, FL | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- FL
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Total Assets Under Management5,570MILLIONS
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Total Number of Accounts17,566ACCOUNTS
-
Average Account Value$317,105
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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