Samuel Allman (CRD# 6300380) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 2 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Legacy Wealth Management | Boise, ID | Jul 2021 - Current | 2 |
Johnson County Sheriff's Office | Olathe, KS | Oct 2018 - May 2021 | 2 |
Kansas City Country Club | Mission Hills, KS | Aug 2018 - May 2021 | 2 |
First Business Bank | Leawood, KS | Oct 2017 - Aug 2018 | < 1 |
Triune Financial Partners | Overland Park, KS | Jul 2017 - Sep 2017 | < 1 |
Federal Reserve Bank Of Kansas City | Kansas City, MO | Feb 2016 - Jun 2017 | 1 |
Washburn University | Topeka, KS | Sep 2010 - Dec 2015 | 5 |
Baseball Umpire, Ken Berry Baseball/tpua Baseball | Topeka, KS | May 2005 - Oct 2015 | 10 |
Security Benefit | Topeka, KS | Jun 2015 - Sep 2015 | < 1 |
Capital Financial Group | Topeka, KS | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- ID
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Total Assets Under Management373MILLIONS
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Total Number of Accounts3,537ACCOUNTS
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Average Account Value$105,516
- 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
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AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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