Samantha Yon (CRD# 6812511) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 6 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kooman & Associates, LLC | Altoona, PA | Oct 2022 - Current | 1 |
Raymond James Financial Services, Inc. | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
Raymond James Financial Services Advisors, Inc. | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
Kooman & Associates, LLC | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
Stifel Nicolaus & Co Inc. | Altoona, PA | Jan 2020 - Jul 2021 | 1 |
Wells Fargo Clearing Services, LLC | Pittsburgh, PA | Jun 2017 - Jan 2020 | 2 |
Arc Federal Credit Union | Altoona, PA | Mar 2015 - Jun 2017 | 2 |
The University Of Pittsburgh School Of Law | Pittsburgh, PA | Aug 2014 - Feb 2015 | < 1 |
Arc Federal Credit Union | Altoona, PA | Sep 2008 - Jul 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- PA
- TX
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts1,235ACCOUNTS
-
Average Account Value$333,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, FL, NC, NY, PA, TX, VA
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