Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Camden, NY
OSAIC
Institution
Amanda Dunlap is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at OSAIC since 1998 and Integrated Financial Planning Center since 1996. Outside her advisory role, she owns and operates several related businesses, including Absolute Financial Planning and Absolute Tax Solutions. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various third-party managers, employing asset-allocation tools and risk assessment techniques to construct diversified portfolios.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Camden, NY
Camden NY
Advisors at this office
1
New York · Texas
25 years of industry experience
OSAIC
1998 - Present • 28 years
Austin, TX
Integrated Financial Planning Center
1996 - Present • 30 years
Austin, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Lee Center, NY
Key Investment Services LLC
Mary Zervos is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services, KeyBank, Bank of America, and Merrill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee platforms, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.
Series 66
Constantia, NY
LPL Financial
Austin Mcintosh is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and concurrently holds a role at M&T Bank since 2018. His prior experience includes an internship with the Upstate Minority Economic Alliance and work at CNY Centro. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on customized and scalable investment solutions.
Series 66
Constantia, NY
LPL Financial
Bethany Nassimos is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. Her prior experience includes positions at Cadaret, Grant & Co., Inc., The Investment Center Inc., IC Advisory Services Inc., and BNY Mellon. Outside of work, she volunteers as a Girl Scout troop leader with the Girl Scout of NYPENN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management programs, supported by both proprietary and third-party strategies, and is notable for its scale and diverse financial services platform.
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