Amanda L Dodson
Financial advisor at Stifel, Nicolaus & Company, Incorporated · Medford, OR
Last updated 2026-10-10
Claim your profileAmanda L Dodson is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Medford, OR, CRD 5445911. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2018-11-15.
Registration
- CRD number
- 5445911
- Registration status
- Active
- IAPD registration
- 2018-11-15
- Industry Experience
- 7 years
- Work Experience
- 19 years
- States registered
- OR, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2007-10 to 2019-06 · Umpqua Investments, Inc. · Medford, OR
- 2019-06 to Present · Stifel, Nicolaus & Company, Inc. · Medford, OR
Current employment
- Stifel, Nicolaus & Company, Incorporated · St. Louis, MO
Stifel, Nicolaus & Company, Incorporated
- Regulatory AUM
- $197,532,233,502
- Registered advisors
- 3,362
- Offices
- 674
- Clients per advisor
- 70.3 (Moderate)
- Average AUM per client
- $836.3K (Low)
- High-net-worth client ratio
- 31.2% (Moderate)
Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments
About
Amanda L Dodson is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Medford, OR. Reported securities licenses include Series 63 and Series 66. The latest record indicates 7 years of industry experience and 19 years of reported work history. Reported roles include Stifel, Nicolaus & Company, Inc., Umpqua Investments, Inc..
Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
What this firm offers
Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2770 Biddle Road, Medford, OR 97504
8 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Amanda L Dodson?
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