Richard Sampley, financial advisor Atlanta GA

Richard Sampley

CRD Number: 409802
Current Firm: Bison Wealth, LLC

Richard Sampley (CRD# 409802) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 42 years of experience in the finance industry. Richard Sampley 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.

Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Professional Designations
Company Name Location Dates Years
Lakeview Capital Partners, LLC Atlanta, GA Oct 2014 - Current 7
Raymond James & Associates, Inc. Atlanta, GA Feb 2013 - Oct 2014 1
Morgan Keegan & Company, Inc. Atlanta, GA Jul 2006 - Feb 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard A. Sampley
Phone Number: 404-841-2224
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    576
    MILLIONS
  • Total Number of Accounts
    1,937
    ACCOUNTS
  • Average Account Value
    $297,410
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MA, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.