Samantha Harris, financial advisor Annapolis MD

Samantha Harris

CRD Number: 6512005
Current Firm: Scarborough Capital Management

Samantha Harris (CRD# 6512005) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 8 years of experience in the finance industry. Samantha Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Financial Group, LLC Annapolis, MD Jan 2018 - Current 6
Scarborough Capital Management Annapolis, MD Jun 2015 - Current 8
Sii Investments Annapolis, MD Jun 2015 - Dec 2017 2
Salisbury University Salisbury, MD Aug 2011 - May 2015 3
The Talbot Bank Easton, MD Dec 2014 - Apr 2015 < 1
Phillips Crab House Ocean City, MD Jun 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Samantha C. Harris
Phone Number: 410-573-5700
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    987
    MILLIONS
  • Total Number of Accounts
    3,820
    ACCOUNTS
  • Average Account Value
    $258,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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