Samuel Paget, financial advisor Clearfield UT
93 score

Samuel Paget

CRD Number: 4531717
Current Firm: Transamerica Financial Advisors, Inc.

Samuel Paget (CRD# 4531717) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Clearfield, UT and has over 11 years of experience in the finance industry.

Similar Advisors
Craig Adams, financial advisor Clearfield UT
Craig P. Adams
CRD# 1260613
Stratos Wealth Partners, Ltd
Score
96
Similar Advisors
Brett Alexander, financial advisor Clearfield UT
Brett M. Alexander
CRD# 2641729
Cash Flow Investment Services LLC
Score
96
Similar Advisors
Ralph Allen, financial advisor Clearfield UT
Ralph V. Allen
CRD# 1472745
Woodbury Financial Services, Inc.
Score
96
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Clearfield, UT Jan 2012 - Current 4
World Financial Group, Inc. Clearfield, UT Jun 2006 - Current 10
Albertson's, Inc. North Salt Lake , UT Jun 1998 - Current 18
Investment Advisors International Draper, UT Apr 2009 - Jan 2012 2
World Group Securities Draper, UT Jun 2006 - Jan 2012 5
Samuel R. Paget - City 1st Mortgage Bountiful, UT Oct 2009 - Nov 2009 < 1
Innergy Lending Sandy, UT Nov 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Samuel R. Paget
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.