Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Tarpon Springs
23yrs
Amanda McDougall
Financial advisor at Wells Fargo Advisors
Amanda McDougall is a fiduciary financial advisor in Tarpon Springs, Florida, with 23 years in the industry. Amanda joined Wells Fargo Advisors in 2021, after less than a year at Wells Fargo Investments and less than a year at Citicorp Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 141 advisors with offices in Tarpon Springs, and one of 135 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Florida
Office101 Federal Pl Suite 101 [Regional Supervision], Tarpon Springs, FL 34689
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2011 – 2020Wells Fargo Clearing Services, LLCPreviously
- Oct 2010 – Jan 2011Wells Fargo Investments, LLCPreviously
- Feb 2004 – Jul 2004Citicorp Investment ServicesPreviously
Contact Amanda
Local office(727) 943-3506Ask for Amanda. (314) 875-3000Main office · St. Louis, MO 101 Federal Pl Suite 101 [Regional Supervision]Tarpon Springs, FL 34689Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amanda
How do I contact Amanda?
Call Amanda’s local office at (727) 943-3506 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amanda McDougall.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Florida.
What licenses does Amanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Amanda a fiduciary?
Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amanda paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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