Clinton Samuel (CRD# 5987689) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 7 years of experience in the finance industry. Clinton Samuel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lyndhurst, OH | Nov 2018 - Current | 5 |
| Charles Schwab Bank | Lyndhurst, OH | Nov 2018 - Current | 5 |
| Wentz Financial Group | Hudson, OH | Jul 2016 - Nov 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | Hudson, OH | Jun 2016 - Nov 2018 | 2 |
| Raymond James Financial Services, Inc. | Hudson, OH | Jan 2016 - Nov 2018 | 2 |
| Uber | Macedonia, OH | Apr 2016 - Sep 2016 | < 1 |
| J.p. Morgan Chase | Hudson, OH | Jan 2010 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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