John Sampers (CRD# 2439443) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services, LLC | Louisville, KY | May 2017 - Current | 6 |
| Sfi Advisors, LLC | Montclair, NJ | May 2017 - Current | 6 |
| Sfi Advisors, LLC | Montclair, NJ | Apr 2009 - Current | 15 |
| Sfi Insurance Services, Inc. | Montclair, NJ | Jul 1994 - Current | 29 |
| Sfi Insurance Services, Inc. | Montclair, NJ | Oct 1993 - Current | 30 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - May 2017 | 1 |
| Partners Securities, Inc. | Austin, TX | Oct 1997 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- GA
- NJ
- TX
-
Total Assets Under Management239MILLIONS
-
Total Number of Accounts297ACCOUNTS
-
Average Account Value$804,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, GA, IL, LA, NH, NJ, NY, TX
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