Amanda Whately, financial advisor Richmond VA
93 score

Amanda Whately

CRD Number: 5468722
Current Firm: Bb&t Securities, LLC

Amanda Whately (CRD# 5468722) is an Investment Advisor Representative working at Bb&t Securities, LLC in Richmond, VA and has over 9 years of experience in the finance industry.

Similar Advisors
Robert Freeman, financial advisor Richmond VA
Robert M. Freeman
CRD# 2788977
Morse Capital Partners, LLC
Score
105
Similar Advisors
William Keeney, financial advisor Richmond VA
William A. Keeney
CRD# 6053833
Hornor, Townsend & Kent, Inc.
Score
103
Similar Advisors
Charles Roberts, financial advisor Richmond VA
Charles R. Roberts
CRD# 846282
Financial Freedom Planners
Score
103
Company Name Location Dates Years
Bb&t Securities Richmond, VA Oct 2017 - Current < 1
Securian Financial Services, Inc. St Paul, MN Jul 2011 - Oct 2017 6
Virgina Asset Management Midlothan, VA Jul 2011 - Oct 2017 6
Minnesota Life Ins Co St Paul, MN Jul 2011 - Oct 2017 6
The Richmond House Richmond, VA Aug 2010 - Jan 2012 1
Securian Financial Services Inc. St Paul, MN Sep 2010 - Jul 2011 < 1
Virginia Asset Management Midlothian, VA Sep 2010 - Jul 2011 < 1
Northwestern Mutual Investment Services, LLC Richmond, VA May 2008 - Sep 2010 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2007 - Sep 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Amanda L. Whately
Phone Number: 804-643-1811
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    18,055
    MILLIONS
  • Total Number of Accounts
    42,521
    ACCOUNTS
  • Average Account Value
    $424,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from Amanda Whately 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.