Amanda Kiefer, financial advisor New Orleans LA

Amanda Kiefer

CRD Number: 7660827
Current Firm: Freegulliver, LLC

Amanda Kiefer (CRD# 7660827) is an Investment Advisor Representative working at Freegulliver, LLC in New Orleans, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Freegulliver, LLC New Orleans, LA Oct 2021 - Current 2
Kiefer & Kiefer Law Firm Metairie, LA Jun 2019 - Oct 2021 2
Full Time Education Fort Worth, TX Aug 2018 - May 2019 < 1
Westgate Resort & Casino Las Vegas, NV Jun 2018 - Jul 2018 < 1
Full Time Student Fort Worth, TX Aug 2015 - May 2018 2
The Green Fork New Orleans, LA Aug 2014 - Aug 2015 1
Full Time Student New Orleans, LA Oct 2012 - May 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Amanda M. Kiefer
Phone Number: 504-899-0300
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    548
    MILLIONS
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $765,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, FL, LA, MS, NE, TX, WA

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