Samuel PressleyCRD Number: 6085384
Current Firm: Ridgepath Capital Management LLC
Samuel Pressley (CRD# 6085384) is an Investment Advisor Representative working at Ridgepath Capital Management LLC in Knoxville, TN and has over 4 years of experience in the finance industry. Samuel Pressley 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.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Ridgepath Capital Management, LLC||Knoxville, TN||May 2016 - Current||1|
|Capital Investment Group, Inc.||Raleigh, NC||Jun 2012 - Current||5|
|Mumy Financial Advisors, LLC||Hickory, NC||Jun 2012 - Current||5|
|Student||Hickory, NC||Oct 2010 - May 2012||1|
|Rivercrest Golf Club||Hickory, NC||May 2010 - Sep 2010||< 1|
|Student||Hickory, NC||Oct 2009 - Apr 2010||< 1|
|Fox Den Country Club||Knoxville, TN||May 2009 - Sep 2009||< 1|
|Student||Hickory, NC||Sep 2008 - Jun 2009||< 1|
|Student||Knoxville, TN||Sep 2007 - Jun 2008||< 1|
|Student||Knoxville, TN||Sep 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.