Samuel McNinchCRD Number: 1319783
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners
Samuel McNinch (CRD# 1319783) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Mount Pleasant, SC and has over 32 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
|Great Lakes & Atlantic Wealth Management And Advisory Partners||Charlotte, NC||Apr 2016 - Current||< 1|
|Tice Mcninch Capital Management Inc.||Charlotte, NC||Aug 1999 - Current||17|
|Nfp Securities Inc.||Charlotte, NC||Nov 2007 - Apr 2016||8|
|Tice Mcninch Financial Services, Inc.||Charlotte, NC||Feb 1994 - Apr 2016||22|
|Kestra Financial Services, Inc.||Austin, TX||Feb 1994 - Apr 2016||22|
|Triad Advisors||Norcross, GA||Aug 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
- Regulatory Event
- Judgments / Liens
Total Assets Under Management230MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,001,888
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DC, FL, IL, MD, MI, MS, NC, NY, PA, SC, TN, TX, VA
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