Amanda
Miser

Western International Securities, Inc

CRD#6564649
Investment Advisor
in Crystal Bay, NV

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About this Advisor

Amanda Miser is a financial advisor who works out of Crystal Bay, Nevada with a total of 4 years of industry experience. Miser is an advisor for Western International Securities, Inc. During their career, Miser has held roles at Miser Household, Bellevue University, First Command Advisory Services, First Command Financial Planning, Inc, First Command Insurance Services, Inc and Western International Securities, Inc. Miser has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Iowa, Missouri, Montana and Nebraska. Western International Securities, Inc is an advisory business operating out of Pasadena, CA. The company has offices in 119 locations and a total of 424 financial advisors. It handles $4 billion in total assets among its 12,253 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 28 charities and foundations. Of its 12,253 accounts, just 5% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which service is offered. Fees charged by Western International Securities, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Crystal Bay, NV

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,479,601,807

NV Average: $7,578,581,321
Total Number of Employees

424

NV Average: 43
Total Number of Accounts

12,253

NV Average: 3,727
Average Account Size

$283,980

NV Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Amanda Miser Work History

Amanda has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Western International Securities, Inc

2016 - 2019 (3 years)

First Command Insurance Services, Inc

2015 - 2016 (1 year)

Miser Household

2015 - 2019 (4 years)

First Command Advisory Services

2015 - 2019 (4 years)

First Command Financial Planning, Inc

2014 - 2015 (1 year)

Miser Household

2011 - 2014 (3 years)

Miser Household

2010 - 2014 (4 years)

Bellevue University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Miser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Noriko Ikeda
Crystal Bay, NV
Given Kutz
Northridge, CA
Brian Schwartz
Woodland Hills, CA
Michael Gorak
Pasadena, CA
Sandi Chui
Pasadena, CA
Norma Cunanan
Pasadena, CA
Allen Solis
Westlake Village, CA
Ivan Parry
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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