Samuel Madaris (CRD# 5509698) is an Investment Advisor Representative working at Independent Financial Partners in Braselton, GA and has over 15 years of experience in the finance industry. Samuel Madaris 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# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 1742325
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Braselton, GA | May 2019 - Current | 4 |
| Independent Financial Partners | Peachtree City, GA | Jan 2012 - Current | 12 |
| Madaris Investment Group | Peachtree City, GA | Jan 2012 - Current | 12 |
| Lpl | Peachtree City, GA | Dec 2011 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- AL
- FL
- GA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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