Samuel Smith (CRD# 5203199) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Nolensville, TN and has over 17 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seven Arrows, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Nashville, TN | Feb 2022 - Jan 2024 | 1 |
| Sagespring Wealth Partners | Nashville, TN | Feb 2022 - Jan 2024 | 1 |
| Southwestern Investment Group | Franklin, TN | Feb 2022 - Nov 2022 | < 1 |
| Move Home Nashville | Franklin, TN | Sep 2020 - Feb 2022 | 1 |
| Ramsey Solutions | Franklin, TN | Feb 2014 - Aug 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TN
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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