Samuel Oakley, financial advisor Nashville TN

Samuel Oakley

CRD Number: 1464263
Current Firm: Raymond James Financial Services Advisors, Inc.

Samuel Oakley (CRD# 1464263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.

Similar Advisors
Carl von dem Bussche, Sr., financial advisor Nashville TN
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Similar Advisors
Rami Abdelhadi, financial advisor Nashville TN
Rami F. Abdelhadi
CRD# 3240223
Ameriprise Financial Services, LLC
Similar Advisors
John Abernathy, financial advisor Nashville TN
John M. Abernathy
CRD# 1892204
Abernathy Investment Management, LLC
Company Name Location Dates Years
Raymond James Financial Services, Inc. Nashville, TN Oct 2017 - Current 3
Raymond James Financial Services Advisors Inc. Nashville, TN Oct 2017 - Current 3
Pinnacle Bank Nashville, TN Oct 2017 - Current 3
The Oakley Group Nashville, TN Oct 2017 - Current 3
Pinnacle Asset Management Nashville, TN Oct 2017 - Current 3
Suntrust Nashville, TN Feb 1984 - Oct 2017 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
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.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel H. Oakley
Phone Number: 727-567-3020
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Samuel Oakley and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.