Amanda J. Lique
Professional summary
Amanda Jane Lique, who also goes by Amanda Jane Kline, is a registered financial advisor currently at VALOR WEALTH PARTNERS located in Haverhill, Massachusetts.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Amanda has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Jane Lique's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2022 - Present
VALOR WEALTH PARTNERS
August 21, 2020 - June 1, 2022
CS PLANNING CORP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2022)
(1/4/2024)
(5/20/2022)
(4/13/2022)
(7/21/2022)
(6/13/2025)
(10/28/2025)
(5/5/2022)
(6/13/2022)
Current Firm
VALOR WEALTH PARTNERS
CRD#: 315179 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 45,941,808 |
Red Flags
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