Sam Stout (CRD# 7790113) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Jun 2023 - Current | < 1 |
| Triangle Healthcare Advisors | Oakbrook, IL | Apr 2022 - May 2023 | 1 |
| Hinsdale Golf Club | Clarendon Hills, IL | Apr 2014 - Aug 2022 | 8 |
| Hinsdale Central | Hinsdale, IL | Aug 2015 - Apr 2019 | 3 |
| Hinsdale Middle School | Hinsdale, IL | Aug 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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