Samuel McNinch, financial advisor Mount Pleasant SC
59 score

Samuel McNinch

CRD 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 31 years of experience in the finance industry.

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Company Name Location Dates Years
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
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, 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
Get Details on the FINRA Advisor Check site
Contact Info for Samuel S. McNinch
Phone Number: 7049190439
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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