Amanda Pate, financial advisor Orlando FL

Amanda Pate

CRD Number: 6848545
Current Firm: Summit Wealth Partners, LLC

Amanda Pate (CRD# 6848545) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has 1 year of experience in the finance industry. Amanda Pate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Wealth Partners, LLC Orlando, FL Mar 2014 - Current 7
Florida Institute Of Technology Melbourne, FL Oct 2010 - Jun 2015 4
Pnc Bank, Na Orlando, FL Jun 2010 - Mar 2014 3
National Cheerleders Association Statewide, FL May 2005 - Dec 2011 6

Amanda Pate has no recent exams reported.
Contact Info for Amanda E. Pate
Phone Number: 407-656-2252
Registered State(s):
  • AZ
  • FL
By the Numbers
  • Total Assets Under Management
    571
    MILLIONS
  • Total Number of Accounts
    1,876
    ACCOUNTS
  • Average Account Value
    $304,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA

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