Amanda M. Burrows
Professional summary
Amanda Marie Burrows, CFP®, who also goes by Amanda M Burrows, Amanda M Shelley, Amanda Shelley, is a registered financial advisor currently at FINANCIAL INSIGHTS WEALTH MANAGEMENT located in Tacoma, Washington.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Amanda has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Marie Burrows's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
July 15, 2019 - Present
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Office #1: 1551 Broadway Suite 600, Tacoma, WA 98402October 1, 2012 - November 15, 2018
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 15, 2018
J.P. MORGAN SECURITIES LLC
June 27, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 7, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD#: 108797 / SEC#: 801-21624
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/15/2019)
Exams
Current Firm
FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD#: 108797 / SEC#: 801-21624
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,950 |
| AUM (Assets Under Management) | $ 662,711,005 |
Red Flags
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Company Information
FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD#: 108797Tacoma, WA 98402TRUST BUT VERIFY
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