Advisor at Coats Financial Planning
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.
Firm
Coats Financial Planning
Location
Dunnellon, FL
Credentials
CFP®, Series 65
Industry experience
15 years
Account minimum: No minimum (but there is a $6,000 per year minimum fee) Minimum fee: $6,000 per year minimum fee Fee-only: Retainer fee based on complexity assessment; minimum $6,000 per year with no maximum; billed monthly
Christensen Consulting
2022 - Present (4 years)
Christensen Consulting
2010 - 2022 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Lecanto, FL
Edward Jones
Series 66
Lecanto, FL
Edward Jones
Series 63, Series 66
Ocala, FL
Edward Jones
CFP®, Series 66
Ocala, FL
Edward Jones
Series 66
Beverly Hills, FL
Fidelity
Amanda Prescott is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients and their Financial Consultants to develop and implement customized financial plans tailored to individual needs, objectives, and goals. She emphasizes collaboration and ongoing review to ensure that financial strategies remain aligned with clients' priorities. Amanda has accumulated experience in various financial advisory roles, including positions as a Retirement Plan Consultant at VALIC Financial Advisors from 2020 to 2021 and at Transamerica from 2015 to 2016. She also worked as a Relationship Banker at JPMorgan Chase between 2018 and 2020, and as an Investment Consultant at TD Ameritrade from 2017 to 2018. Outside of her professional career, Amanda has interests that include baseball, the beach, concerts, fitness, food, and kayaking.
Series 66
Ocala, FL
Edward Jones
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