Samuel Hales (CRD# 7371974) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 2 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | American Fork, UT | Apr 2021 - Current | 3 |
| Full-time Student | Orem, UT | Aug 2016 - May 2021 | 4 |
| Blue Barn Wealth, LLC | Orem, UT | Jan 2021 - Apr 2021 | < 1 |
| Utah Valley University | Orem, UT | Dec 2016 - Apr 2021 | 4 |
| N/a | Provo, UT | Apr 2016 - Aug 2016 | < 1 |
| Procare Direct LLC | Orem, UT | Jun 2015 - Apr 2016 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Olongapo, | May 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
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