Samantha Bush (CRD# 6210826) is an Investment Advisor Representative working at Lpl Financial LLC in Fishers, IN and has over 10 years of experience in the finance industry. Samantha Bush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fishers, IN | Jul 2021 - Current | 2 |
| Samantha Bush LLC | Indianapolis, IN | Sep 2015 - Jul 2021 | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | Greenwood, IN | Dec 2013 - Jul 2021 | 7 |
| Waddell & Reed Inc. | Indianapolis, IN | Jun 2013 - Jul 2021 | 8 |
| Homestyle Construction Inc. | Greenwood, IN | Sep 2000 - Jul 2021 | 20 |
| Center Grove Trojan Band Boosters | Greenwood, IN | May 2015 - May 2017 | 2 |
| Aspire Johnson County | Franklin, IN | Jul 2015 - May 2016 | < 1 |
| Saint Francis & Clare Roman Catholic Church | Greenwood, IN | Sep 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- IN
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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