Amanda S. Cram

BE BRAVE NOT BROKE LLC

Albuquerque, NM

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CRD#: 7815885

Professional summary

Amanda S Cram, who also goes by Amanda S Litchford, is a registered financial advisor currently at BE BRAVE NOT BROKE LLC located in Albuquerque, New Mexico.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Amanda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda S Litchford

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.

Owner of Sunrise Accounting Solutions LLC. This business is not investment related. The physical address is a private residence. Mailing address is 1209 Mountain Road Place NE Suite 4227, Albuquerque NM 87110. The nature of this business is to provide accounting and bookkeeping services to small business owners. I am the owner and accountant of the business. I started this business in July 2019. Currently I devote 80 hours per month to this business. The majority of these hours are during securities trading hours, up to 10 per month may be after trading hours. My duties include marketing, providing client services, interacting with clients, operations management, and running the business completely solo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda S Cram's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 27, 2023 - Present

BE BRAVE NOT BROKE LLC

RIA

CRD#: 327173

Albuquerque, NM

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Mexico
(11/27/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2023

Uniform Investment Adviser Law Examination

Current Firm

BE BRAVE NOT BROKE LLC

CRD#: 327173 / SEC#:

New Mexico

Registered Investment Advisory firm - (11/27/2023 Approved)

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Contact information

Main Address

Albuquerque, NM

Mailing Address

1209 Mountain Road Pl Ne #4234, Albuquerque, NM 87110

Phone number

(505) 226-2460

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Amanda S. Cram

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda S Cram's CRS (Customer Relationship Summary).

Certified licenses

Experience

BE BRAVE NOT BROKE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2023

Current Firm

BE BRAVE NOT BROKE LLC

Contact information

Documents

Red Flags

Company Information

BE BRAVE NOT BROKE LLC

TRUST BUT VERIFY

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