Samantha Evans (CRD# 7120141) is an Investment Advisor Representative working at Bond Tech Inc. in Bellbrook, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bond-tech, Inc. | Bellbrook, OH | Jan 2023 - Current | 1 |
| Red Barn Designs | St. Paris, OH | Oct 2022 - Current | 1 |
| Invest Capital Partners | Springboro, OH | May 2019 - Jul 2023 | 4 |
| Clearcreek Custom Builders | Springboro, OH | Aug 2020 - Nov 2022 | 2 |
| Jxt Applications Inc. | Beavercreek, OH | Oct 2018 - May 2019 | < 1 |
| Fresh Thyme Farmers Market | Beavercreek, OH | Feb 2016 - Oct 2018 | 2 |
| Target | Beavercreek, OH | Dec 2015 - Jan 2016 | < 1 |
| Hot Head Burritos | Fairborn, OH | Oct 2014 - Nov 2015 | 1 |
| Tim Hortons | Fairborn, OH | Sep 2013 - Oct 2014 | 1 |
| Full Time Student | Fairborn, OH | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$493,516
- 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
- Pension consulting services
- Educational seminars/workshops
OH, TX
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