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Amanda N Hopkins Clouser

RCS FINANCIAL PLANNING, LLC·ANNAPOLIS, Maryland
Clean record7 years registeredRCS FINANCIAL PLANNING, LLC
130 ADMIRAL COCHRANE DRIVE, ANNAPOLIS, MD 21401CRD# 6978143Firm CRD# 291678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda N Hopkins Clouser · ANNAPOLIS, MD
Registration
CRD #6978143 · RCS FINANCIAL PLANNING, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

Nov 2018present
02

Registrations & Exams

Registration record
First registered · November 2, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RCS FINANCIAL PLANNING, LLC
CRD 291678 · SEC 801-112282
AUM
$199M
Regulatory assets under management
Employees
3
666 client accounts
Services offered by RCS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Amanda N Hopkins Clouser offer?
Amanda N Hopkins Clouser specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Amanda N Hopkins Clouser's credentials?
Amanda N Hopkins Clouser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda N Hopkins Clouser located?
Amanda N Hopkins Clouser is based in ANNAPOLIS, Maryland, working with RCS FINANCIAL PLANNING, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Amanda N Hopkins Clouser charge for services?
Amanda N Hopkins Clouser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RCS FINANCIAL PLANNING, LLC?
RCS FINANCIAL PLANNING, LLC has approximately 3 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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