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Amanda Jo Sheeder
Prospera Financial Services, INC.
18 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Prospera Financial Services, INC.
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
275 advisors
Number of Clients
15,632 clients
Average Client Portfolio
$628K average
Assets Under Management
$9.8B
Fee Structure
Minimum Investment:
None
Investment Management
Planning
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Location
5429 Lbj Freeway, Suite 750, Dallas, TX, 75240
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Judgment / Lien
December 2012
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How to Read Disclosures
Employment History
Current Registrations
Prospera Financial Services, INC.
October 2022 - Present · 3 yrs 4 mos
Prospera Financial Services, INC.
Broker
October 2022 - Present · 3 yrs 4 mos
Prospera Financial Services, INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLC
March 2021 - September 2022 · 1 yr 6 mos
LPL Financial LLC
Broker
March 2021 - September 2022 · 1 yr 6 mos
Athene Securities, LLC
Broker
November 2020 - March 2021 · 4 mos
D.M. Kelly & Company
Broker
September 2019 - May 2020 · 8 mos
Dmkc Advisory Services, LLC
September 2019 - May 2020 · 8 mos
Voya Financial Advisors, INC.
August 2019 - September 2019 · 1 mo
Voya Financial Partners, LLC
Broker
March 2014 - September 2019 · 5 yrs 6 mos
Directed Services LLC
Broker
March 2014 - June 2018 · 4 yrs 3 mos
Voya Retirement Advisors, LLC
Broker
March 2014 - October 2016 · 2 yrs 7 mos
Voya Financial Advisors, INC.
Broker
March 2012 - September 2019 · 7 yrs 6 mos
Directed Services LLC
Broker
March 2012 - October 2013 · 1 yr 7 mos
Ing Financial Advisers, LLC
Broker
March 2012 - October 2013 · 1 yr 7 mos
Ing Investment Advisors, LLC
Broker
March 2012 - October 2013 · 1 yr 7 mos
Systematized Benefits Administrators, INC.
Broker
March 2012 - October 2013 · 1 yr 7 mos
Voya America Equities, INC.
Broker
October 2011 - September 2019 · 7 yrs 11 mos
Directed Services LLC
Broker
June 2010 - October 2011 · 1 yr 4 mos
NFP Securities, INC.
Broker
June 2007 - June 2008 · 1 yr
Dewaay Financial Network, LLC
Broker
September 2006 - April 2007 · 7 mos
Vsr Financial Services, INC.
Broker
July 2006 - September 2006 · 2 mos
New England Securities
Broker
October 2005 - May 2006 · 7 mos
Metlife Investors Distribution Company
Broker
October 2005 - May 2006 · 7 mos
Ing Financial Advisers, LLC
Broker
July 2004 - September 2005 · 1 yr 2 mos
State Registrations
3 states
IA
NC
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.