Amanda Raines, financial advisor Soquel CA
93 score

Amanda Raines

CRD Number: 5476299
Current Firm: Charles Schwab & Company, Inc.

Amanda Raines (CRD# 5476299) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Soquel, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Kristie Cahill, CFP, financial advisor Soquel CA
Kristie D. Cahill, CFP
CRD# 4439727
Opes Advisors, Inc.
Score
103
Similar Advisors
Joanna Nowak, financial advisor Soquel CA
Joanna T. Nowak
CRD# 5932479
Moneywise Financial Advisors
Score
100
Similar Advisors
Lance Wexler, financial advisor Soquel CA
Lance A. Wexler
CRD# 2543364
Nexus Wealth Advisors, LLC
Score
100
Company Name Location Dates Years
Charles Schwab & Company,inc Soquel, CA Sep 2011 - Current 5
Charles Schwab Bank Soquel, CA Sep 2011 - Current 5
Morgan Stanley Smith Barney Capitola, CA Jun 2009 - Aug 2011 2
Citigroup Global Markets, Inc. Capitola, CA Jul 2007 - Aug 2011 4
Zelda's Capitola, CA Apr 2002 - Jul 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Amanda L. Raines
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from Amanda Raines and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.