Samuel Allman, financial advisor Boise ID

Samuel Allman

CRD Number: 6300380
Current Firm: Legacy Wealth Management, LLC

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.

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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
Contact Info for Samuel A. Allman
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    3,537
    ACCOUNTS
  • Average Account Value
    $105,516
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)
  • Other
Types of Clients
Registered States

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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