Kirstyn Sampias, financial advisor Concord CA
89 score

Kirstyn Sampias

CRD Number: 5977529
Current Firm: Assetmark, Inc.

Kirstyn Sampias (CRD# 5977529) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Concord, CA Aug 2014 - Current 2
Assetmark Financial, Inc. Chicago, IL Oct 2013 - Current 3
Capital Brokerage Corporation Richmond, VA Oct 2013 - Current 3
Cetera Financial Specialists LLC Schaumburg, IL Sep 2011 - Oct 2013 2
Talbots Schaumburg, IL Oct 2011 - Dec 2011 < 1
Talbots Springfield, IL May 2011 - Sep 2011 < 1
Odyssey Financial Springfield, IL May 2011 - Aug 2011 < 1
Truman State University Kirksville, MO Sep 2010 - May 2011 < 1
Truman State University Kirksville, MO Aug 2007 - May 2011 3
Springfield Racquet & Fitness Center Springfield, IL May 2010 - Aug 2010 < 1
Springfield Racquet & Fitness Center Springfield, IL May 2009 - Aug 2009 < 1
Springfield Racquet & Fitness Center Springfield, IL May 2008 - Aug 2008 < 1
Glenwood High School Springfield, IL May 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kirstyn R. Sampias
Phone Number: 800-664-5345
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    20,055
    MILLIONS
  • Total Number of Accounts
    122,477
    ACCOUNTS
  • Average Account Value
    $163,746
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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