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Amanda Mahland

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3838 Tamiami Trail North, Suite 202, Naples, FL, 34103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda works as an administrative assistant for two financial advisors at HBKSorce Financial, dedicating full-time hours to this role. She is also a registered representative with Purshe Kaplan Sterling Investments since 2009.

Employment History
Current Registrations
Hbks Wealth Advisors
April 2011 - Present · 14 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2009 - Present · 16 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.