Christopher Sampers (CRD# 2806315) is an Investment Advisor Representative working at Sfi Advisors, LLC in Duluth, GA and has over 27 years of experience in the finance industry. Christopher Sampers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | Louisville, KY | May 2017 - Current | 7 |
Sfi Advisors, LLC | Montclair, NJ | May 2017 - Current | 7 |
Sfi Advisors, LLC | Montclair, NJ | May 2009 - Current | 15 |
Sfi Insurance Services, Inc. | Montclair, NJ | Jan 1999 - Current | 25 |
Kestra Advisory Services, LLC | Austin, TX | Apr 2016 - May 2017 | 1 |
Kestra Investment Services, LLC | Austin, TX | Jun 2006 - May 2017 | 10 |
Melinda Rest Manager Versialles Rest | Braselton, GA | Jul 1996 - May 2017 | 20 |
Nfp Securities, Inc. | Dacula, GA | May 1999 - Apr 2016 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1996 |
S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- GA
- NJ
-
Total Assets Under Management239MILLIONS
-
Total Number of Accounts297ACCOUNTS
-
Average Account Value$804,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, GA, IL, LA, NH, NJ, NY, TX
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