Samantha Zimmerman (CRD# 7215275) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Stevens, PA and has over 3 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | May 2021 - Current | 3 |
| Regal Wealth Advisors | Stevens, PA | Jan 2020 - Current | 4 |
| Student | Tampa, FL | Jul 2019 - Jan 2020 | < 1 |
| Bay To Gulf Holdings | Tampa, FL | Apr 2019 - Jul 2019 | < 1 |
| University Of Tampa | Tampa, FL | Aug 2018 - Apr 2019 | < 1 |
| Dsw | Tampa, AL | Oct 2017 - Aug 2018 | < 1 |
| Domino's | Ephrata, PA | Nov 2014 - Dec 2017 | 3 |
| University Of Tampa | Tampa, FL | Oct 2016 - Jan 2017 | < 1 |
| Student | Tampa, FL | May 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- PA
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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