Amanda M Grey
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCDec 2022 to now
- Cadaret Grant & Co., Inc.Nov 2019 to Dec 2022
- UnemployedMay 2019 to Nov 2019
- Circle Wealth ManagementDec 2018 to Apr 2019
- John Chrin for CongressJul 2017 to Nov 2018
- UnemployedApr 2017 to Jun 2017
- Congressman Peter J. RoskamSep 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5612907
- Firm CRD
- 6413