Amanda Barthelemy, financial advisor West Lafayette IN

Amanda Barthelemy

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Amanda S. Barthelemy
Phone Number: 212-490-9000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    25,183
    MILLIONS
  • Total Number of Accounts
    69,021
    ACCOUNTS
  • Average Account Value
    $364,861
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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