Sampe Advisor
CRD Number: 2603450
Current Firm: Osaic Advisory Services, LLC
Compensation Model: Both
Sampe Advisor (CRD# 2603450) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Nov 2020 - Current | 3 |
| Triad Advisors | Norcross, GA | Nov 2020 - Current | 3 |
| Wells Fargo Advisors Financial Network, LLC | South Lake, TX | Oct 2013 - Nov 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- AZ
- CA
- ID
- ME
- NV
- NC
- OR
- TX
- UT
- WA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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)
- Educational seminars/workshops
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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