Samuel Gardner (CRD# 6598825) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Idaho Falls, ID and has over 4 years of experience in the finance industry.
CRD# 862550
Intermountain Wealth Management, Inc.
CRD# 6608222
Journey Retirement Planning And Investment Management, LLC
CRD# 4361206
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Idaho Falls, ID | Jan 2023 - Current | 1 |
Lpl Financial, LLC | Ammon, ID | May 2020 - Jan 2023 | 2 |
East Idaho Credit Union | Ammon, ID | May 2020 - Jan 2023 | 2 |
Christensen Insurance Agency | Idaho Falls, ID | Jul 2018 - May 2020 | 1 |
Samuel Gardner Enterprises | Idaho Falls, ID | Jul 2018 - May 2020 | 1 |
State Of Utah | Salt Lake City, UT | May 2016 - Jul 2018 | 2 |
Aptask | Iselin, NJ | Jan 2016 - May 2016 | < 1 |
Unemployed | Midvale, UT | Oct 2015 - Dec 2015 | < 1 |
Greener Equity | Lehi, UT | Sep 2015 - Oct 2015 | < 1 |
Utah Valley University | Orem, UT | Feb 2015 - Aug 2015 | < 1 |
Utah Valley University | Orem, UT | Aug 2014 - Aug 2015 | 1 |
Old Mill | Wallsburg, UT | Jun 2014 - Jul 2014 | < 1 |
Pizza Bus LLP | Provo, UT | Jul 2013 - Jul 2014 | 1 |
Gardner Brothers LLP | Provo, UT | Mar 2012 - Jul 2014 | 2 |
Promontory Golf Club | Park City, UT | Apr 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- ID
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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