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Amanda Harris

CRD# 2112608·Registered 1991 - 2019
Previously Registered: Being a previously registered professional could mean that Amanda is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Amanda Harris, who also goes by Amanda Harris Combs, Amanda H Harris, Amanda Harris Hirst, Amanda H Hirst, Amanda Harris Hirst, was a registered financial advisor. Amanda was a previously registered financial professional and started their career in finance 1991 - 2019. Amanda had worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amanda Harris Combs, Amanda H Harris, Amanda Harris Hirst, Amanda H Hirst, Amanda Harris Hirst

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

SEVENFOLD WEALTH MANAGEMENT, LLC·CRD# 287844
RIA
Edmond, OK
March 23, 2017 - December 17, 2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
Oklahoma City, OK
December 20, 2016 - March 14, 2017
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Oklahoma City, OK
December 3, 2003 - July 2, 2007
EDWARD JONES·CRD# 250
BD
St. Louis, MO
May 25, 1999 - February 19, 2002
IBC INVESTMENTS·CRD# 40286
BD
Oklahoma City, OK
January 28, 1998 - May 21, 1999
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
September 29, 1995 - January 16, 1998
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
February 22, 1991 - October 3, 1995
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
February 22, 1991 - October 3, 1995

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Current Firm

SW
SEVENFOLD WEALTH MANAGEMENT, LLC

SEVENFOLD WEALTH MANAGEMENT, LLC

CRD#: 287844

Contact Information

Main Address

Edmond, OK

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2016About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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