Samuel Feiser (CRD# 6971956) is an Investment Advisor Representative working at Commonwealth Financial Network in Spring City, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2019 - Current | 5 |
| Milestone Financial Associates, LLC | Spring City, PA | Jun 2018 - Current | 5 |
| Bloomsburg University | Bloomsburg, PA | Aug 2017 - May 2018 | < 1 |
| Valley Forge Wealth Management | Spring City, PA | May 2017 - Aug 2017 | < 1 |
| Bloomsburg University | Bloomsburg, PA | Aug 2016 - May 2017 | < 1 |
| Lowes Home Improvement | Bloomsburg, PA | Aug 2015 - Aug 2016 | 1 |
| Laurel Wood Swim Club | Pottstown, PA | May 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- PA
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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