Amanda BarthelemyCRD Number: 5055988
Current Firm: Advice And Planning Services
Amanda Barthelemy (CRD# 5055988) is an Investment Advisor Representative working at Advice And Planning Services in West Lafayette, IN and has over 13 years of experience in the finance industry. Amanda Barthelemy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prudential Financial Planning Services
Strategiq Financial Group, LLC
|Tiaa-cref Individual & Institutional Services, LLC||West Lafayette, IN||Mar 2012 - Current||7|
|Tiaa||West Lafayette, IN||Mar 2012 - Current||7|
|Chase Investment Services Corp||Lafayette, IN||Oct 2009 - Mar 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith||Lafayette, IN||Nov 2006 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management25,183MILLIONS
Total Number of Accounts69,021ACCOUNTS
Average Account Value$364,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, WY
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