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Amanda Beaver

Advisor at Raymond James Financial

Updated today

Location

Lyons, KS 67554

Credentials

Series 63, Series 66

Industry experience

5 years

About

Amanda Beaver is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for three years and served at the Rice County Sheriff's Office for four years. Outside of her advisory role, she is a partner and owner of Prairie Sky Health and Tax Consultants, focusing on Medicare and health insurance enrollments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

201 West Ave S

Lyons, KS 67554

Most active in

Kansas · Texas

Work history

Raymond James Financial Services Advisors, Inc.

2021 - Present (5 years)

Raymond James Financial Services, Inc

2020 - Present (6 years)

Edward Jones

2017 - 2020 (3 years)

Rice County Sheriff's Office

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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