Amanda Adams is a CFP-designated registered investment advisor, based in North Attleborough, MA, with 7 years of industry experience.
Location
16 East Washington Street, Ste 205, North Attleborough, MA, 02760
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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.
Learn about disclosures →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2026 - Present · 1 mo
Concurrent Investment Advisors, LLC
February 2026 - Present · 2 mos
Previous Registrations
Edward Jones
April 2018 - February 2026 · 7 yrs 10 mos
Edward JonesBroker
March 2018 - February 2026 · 7 yrs 11 mos
State Registrations3 states
MANHRI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.