AP
AP

Amanda Louise Pritchard

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
16,940 clients
Average Client Portfolio
$52K average
Assets Under Management
$887.3M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

401 Mccullough Dr Ste 200, Charlotte, NC, 28262

Get directions

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.

Learn about disclosures →
Other Business Activities

Amanda works as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants, dedicating full-time hours. She also holds the position of AVP - Advice, Education & Sales at Principal Bank, focusing on sales of bank deposit products, also dedicating full-time hours.

Employment History
Current Registrations
Principal Advised Services
February 2024 - Present · 2 yrs
Principal Securities, INC.
February 2022 - Present · 4 yrs
Principal Securities, INC.Broker
February 2022 - Present · 4 yrs
Previous Registrations
Principal Securities, INC.
May 2023 - November 2023 · 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.