Amanda Smith
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2025 to now
- Raymond James Financial Services, Inc.May 2025 to now
- Tinseltones By TomlinsonOct 2022 to now
- Tanya GonzalezFeb 2024 to Apr 2025
- Joy DowFeb 2024 to Jul 2024
- Northwestern Mutual Investment Services LLCJan 2024 to May 2025
- Kestra Advisory Services, LLCOct 2022 to Jan 2024
- Modern Wealth CollectiveJul 2020 to Feb 2024
- Kestra Investment Services, LLCJun 2020 to Jan 2024
- Quest EventsFeb 2019 to Jun 2020
- Crossfit FortiusAug 2017 to Mar 2019
- Crossfit IceFeb 2017 to Aug 2017
- Norwegian Creative StudiosJul 2016 to Dec 2016
- Florian NycJan 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7268395
- Firm CRD
- 149018