Amanda Crowgey Wells, financial advisor Roanoke VA
89 score

Amanda Crowgey Wells

CRD Number: 5483491
Current Firm: Catawba Capital Management Inc.

Amanda Crowgey Wells (CRD# 5483491) is an Investment Advisor Representative working at Catawba Capital Management Inc. in Roanoke, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Catawba Capital Management Roanoke, VA Jan 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Amanda M. Crowgey Wells
Phone Number: 540-342-1212
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $1,350,980
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NC, NY, PA, TN, VA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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