Amanda Elaine Montz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2021 to now
- Raymond James Financial Services, Inc.Nov 2021 to now
- SmartbankNov 2021 to now
- PNC InvestmentsAug 2021 to Nov 2021
- Bbva Wealth Solutions Inc.Jul 2014 to Aug 2021
- Bbva Securities, Inc.May 2013 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Apr 2004 to Aug 2021
- Compass BankDec 2000 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4770003
- Firm CRD
- 149018