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Amanda Dowell

Advisor at Advisory Services Network

Updated today
Advisory Services Network logo

Firm

Advisory Services Network

Location

Hickory, NC 28601

Credentials

Series 65

Industry experience

< 1 year

About

Amanda Dowell is a Series 65–licensed financial advisor with Advisory Services Network in Hickory, NC. She joined the firm in 2024 and has prior experience in various roles outside the financial industry, including positions at The Corner Table and Shook Chiropractic. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across multiple asset classes.

Client services

Based on Advisory Services Network

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Occupation focus

Based on Advisory Services Network

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.

Percentage

$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.

Project-based

Financial planning and investment consulting hourly fees range from $150 to $400 per hour.

Subscriptions

Monthly subscription fee-based advice service ranging from $35 to $250 per month.

Other

Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.

Location

1440 Old Lenoir Rd. Suite D

Hickory, NC 28601

Most active in

North Carolina

Work history

Advisory Services Network, LLC

2024 - Present (2 years)

The Corner Table

2021 - 2024 (3 years)

Homemaker

2020 - 2021 (1 year)

Shook Chiropractic

2019 - 2020 (1 year)

Kohl's

2018 - 2019 (1 year)

Hawksridge Farms

2016 - 2018 (2 years)

Bloom's Garden Center

2016 - 2016 (1 year)

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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Harold P

Series 63, Series 66

Granite Falls, NC

Continuum Financial, LLC

Active portfolio management Passive / index investing Real estate investing
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Mark C

Series 63, Series 65

Hickory, NC

Hickory Financial Group, LLC

Active portfolio management Factor investing / smart beta
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Brittney M

CFP®, Series 63, Series 66

Hickory, NC

Thayer Financial, L.L.C.

Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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James D

Series 63, Series 65

Conover, NC

Hammerhead Financial Strategies, LLC

Active portfolio management Concentrated stock management

Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)
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Angela S

CFA®

Hickory, NC

ABS Legacy Partners, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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