Brian Samuels (CRD# 2740398) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
CRD# 2345668
Ameriprise Financial Services, LLC
CRD# 6160948
U.s. Bancorp Advisors, LLC
CRD# 5667943
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Diego, CA | Jul 2017 - Current | 6 |
| Fortune Financial Services, Inc. | Monaca, PA | Jul 2017 - Current | 6 |
| National Planning Corporation | San Diego, CA | Jun 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- CA
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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