Samuel Haskell (CRD# 2632749) is an Investment Advisor Representative working at Colarion in Birmingham, AL and has over 23 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Clarion Partners, LLC | Birmingham, AL | May 2017 - Current | 7 |
Tlt Group, LLC | Birmingham, AL | Sep 2015 - Jun 2017 | 1 |
Ewing Asset Management, LLC | Charlotte, NC | Jul 2016 - May 2017 | < 1 |
Sterne Agee & Leach, Inc. | Birmingham, AL | Jul 2002 - Jul 2016 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- AL
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$728,001
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL
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