Amanda Brown
Senior Registered Client Associate
Amanda (Mandy) Brown began her financial services experience working as an intern while in college at San Diego State University. Over the past 20 years, she nurtured her skills and began truly getting to know clients and assisting them with their financial needs. She works with her FA’s to help clients through multiple stages of their lives and worked to help those families achieve financial freedom. Mandy specializes in providing exceptional service to ensure complex administrative and operational needs are handled accurately and quickly.
She currently holds her Series 7 and 66 registrations, as well as California Insurance License.
CA Insurance License Number: 0D86000. Resident State: CA.