Amanda Finehout (CRD# 7618291) is an Investment Advisor Representative working at Margo Park Financial in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Houz Mortgage | St. Petersburg, FL | Mar 2023 - Current | 1 |
Margo Park Financial | San Diego, CA | Aug 2022 - Current | 1 |
Transamerica/wfg | Clearwater, FL | Dec 2021 - Sep 2022 | < 1 |
Self-employed | San Diego, CA | Jan 2021 - Dec 2021 | < 1 |
Cos | Los Angeles, CA | Mar 2020 - Jan 2021 | < 1 |
Cos | San Diego, CA | May 2017 - Mar 2020 | 2 |
Extended Travel | Chaing Mai, | Feb 2017 - May 2017 | < 1 |
Cos | Tampa, FL | Jan 2011 - Feb 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management18MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$96,768
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OK
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