Samuel Capasso (CRD# 2804156) is an Investment Advisor Representative working at Concourse Financial Group Advisors in North Ridgeville, OH and has over 26 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Cleveland, OH | Sep 2008 - Current | 15 |
| Concourse Financial Group Securities Inc. | Cleveland, OH | May 2007 - Current | 16 |
| Business Underwriters Association (bua) | Cleveland, OH | May 2007 - Aug 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- OH
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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