AP
AP

Amanda Peterson

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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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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Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Johnson Bixby
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Kms Financial Services, INC
June 2020 - November 2020 · 5 mos
Cable Hill Partners, LLC
August 2019 - May 2020 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.