Amanda
Pritchard
Principal Advised Services
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About this Advisor
Amanda Pritchard is a financial advisor based in Charlotte, North Carolina, working with Principal Advised Services. Amanda has previously held positions at Tc Roberson High School, University Of Tennessee, Lulu'S Consignment Botique, Panera Bread, Totalquality Logistics, Associate Staffing, Principal Securities, Principal Life Insurance, and Principal Advised Services. Amanda has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Iowa and North Carolina. Currently, Amanda is part of Principal Advised Services, which operates out of Charlotte, North Carolina. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Amanda Pritchard Work History
Principal Advised Services
Principal Life Insurance
Principal Securities
Totalquality Logistics
Associate Staffing
Panera Bread
University Of Tennessee
Lulu'S Consignment Botique
Tc Roberson High School
Disclosures
Please visit the SEC profile of Amanda Pritchard 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 Principal Advised Services
Urbandale, IA
Des Moines, IA
Des Moines, IA
Charlotte, NC
Lake Oswego, OR
Des Moines, IA
Des Moines, IA
Frankfort, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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