Amanda Little (CRD# 4397140) is an Investment Advisor Representative working at Morgan Stanley in Tulsa, OK and has 1 year of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6250526
Lpl Financial LLC
CRD# 6235413
J M Brown Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Tulsa, OK | May 2017 - Current | 6 |
| Federal Escrow | Valencia, CA | Nov 2016 - May 2017 | < 1 |
| Centerline Electric | Valencia, CA | Aug 2016 - Nov 2016 | < 1 |
| Bel Air Investment Advisors | Los Angeles, CA | Apr 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CA
- OK
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
-
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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