Amanda Macinsie Woolbright
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, IncDec 2025 to now
- Raymond James Financial Services, Inc.Aug 2023 to now
- UnemployedJun 2023 to Aug 2023
- Maxx TaxSep 2022 to Jun 2023
- UnemployedMay 2022 to Sep 2022
- Cookeville Medical Clinic RhcJan 2022 to May 2022
- Tennessee Technological UniversityAug 2018 to Dec 2021
- Beth Shipley, Attorney At LawJun 2017 to Oct 2017
- Cookeville High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7792653
- Firm CRD
- 149018