AB
AB

Amanda Jayne Banta

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

835 N Post Street, Suite 203, Spokane, WA, 99201

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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 is involved in several business activities, including working for Longbow Financial Services, Gonzaga University as an adjunct professor, and as a travel agent. She also works for Hub International and Global Retirement Partners, providing investment advisory services and dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
HUB International Investment Services INC.
January 2025 - Present · 1 yr 1 mo
Global Retirement Partners LLC
January 2025 - Present · 1 yr 1 mo
HUB International Investment Services INC.Broker
January 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLC
February 2019 - April 2025 · 6 yrs 2 mos
State Registrations4 states
IDMTNCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.