Samuel Baynes (CRD# 5392084) is an Investment Advisor Representative working at Baynes Investment Counsel LLC in Mason, OH and has over 12 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baynes Investment Counsel LLC | Mason, OH | Dec 2015 - Current | 8 |
| Lpl Financial LLC | Cincinnati, OH | Aug 2019 - Sep 2022 | 3 |
| Securities America, Inc. | Mason, OH | Aug 2014 - Aug 2019 | 5 |
| Securities America Advisors | Mason, OH | Aug 2014 - Aug 2019 | 5 |
| Securities America | Cincinnati, OH | Aug 2014 - Aug 2019 | 5 |
| Bank Of America, N.a. | Cincinnati, OH | Mar 2012 - Aug 2014 | 2 |
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Cincinnati, OH | Dec 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- OH
- TN
- TX
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts178ACCOUNTS
-
Average Account Value$213,483
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
OH, TN, TX
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