Samuel McNinch, financial advisor Mount Pleasant SC

Samuel McNinch

CRD Number: 1319783
Current Firm: Ia Network, LLC

Samuel McNinch (CRD# 1319783) is an Investment Advisor Representative working at Ia Network, LLC in Mount Pleasant, SC and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Ia Network, LLC Charlotte, NC Feb 2023 - Current 1
Red Oak Capital Management Mt Pleasant, SC Jun 2018 - Current 5
Tice Mcninch Management, Inc. Mt Pleasant, SC Aug 1999 - Current 24
Tice Mcninch Capital Management Inc. Charlotte, NC Aug 1999 - Current 24
Great Lakes & Atlantic Wealth Management And Advisory Partners Charlotte, NC Apr 2016 - Jun 2018 2
Hayden Royal LLC Charlotte, NC Apr 2016 - Jun 2018 2
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 Austin, TX Feb 1994 - Apr 2016 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Dec 1995
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel S. McNinch
Phone Number: 704-272-1211
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $297,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, LA, NC, NY, SC

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