Samantha StringerCRD Number: 5927934
Current Firm: Waddell & Reed
Samantha Stringer (CRD# 5927934) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Waddell & Reed, Inc.||Overland Park, KS||Sep 2012 - Current||5|
|Referral Leaders International||Overland Park, KS||Sep 2013 - Nov 2013||< 1|
|Various Insurance Carriers For W&r Insurance Agencies Inc.||Kansas City, MO||Apr 2013 - Nov 2013||< 1|
|Unemployed||Decatur, IL||May 2012 - Sep 2012||< 1|
|Raymond James||Decatur, IL||Jun 2011 - May 2012||< 1|
|Student||Decatur, IL||May 2002 - May 2012||10|
|Eichenauer Services, Inc.||Decatur, IL||Jun 2009 - Jun 2011||2|
|Fairview Park Pool||Decatur, IL||Jun 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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