Samuel Oppenheim (CRD# 7169213) is an Investment Advisor Representative working at Edward Jones in Augusta, ME and has over 4 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 2029066
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2019 - Current | 4 |
| Mattress Firm | Augusta, ME | Dec 2015 - Sep 2019 | 3 |
| Devaney Doak And Garrett Booksellers | Farmington, ME | May 2012 - Dec 2015 | 3 |
| University Of Maine At Farmington | Farmington, ME | Aug 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- ME
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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