Amanda Ramirez (CRD# 7008564) is an Investment Advisor Representative working at Primerica Advisors in Purcell, OK and has over 5 years of experience in the finance industry.
CRD# 6321255
Edward Jones
CRD# 4258404
Epic Wealth Management, LLC
CRD# 4820299
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aydelotte Baptist Church | Shawnee, OK | Feb 2023 - Current | 1 |
| Pfs Investments Inc. | Purcell, OK | Sep 2018 - Current | 5 |
| Primerica Financial Services | Purcell, OK | Jul 2018 - Current | 5 |
| Absentee Shawnee Housing Authority | Shawnee, OK | Jan 2013 - Aug 2018 | 5 |
| Kohls | Shawnee, OK | Sep 2011 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- OK
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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