Amanda Magee (CRD# 6546744) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financially In Tune | Wakefield, MA | May 2012 - Current | 11 |
| Resolute Financial | Lynnfield, MA | May 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- MA
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts848ACCOUNTS
-
Average Account Value$262,466
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, NH, NY
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