Samuel Madaris, financial advisor Peachtree City GA
96 score

Samuel Madaris

CRD Number: 5509698
Current Firm: Independent Financial Partners

Samuel Madaris (CRD# 5509698) is an Investment Advisor Representative working at Independent Financial Partners in Peachtree City, GA and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Independent Financial Partners Peachtree City, GA Jan 2012 - Current 4
Madaris Investment Group Peachtree City, GA Jan 2012 - Current 4
Lpl Peachtree City, GA Dec 2011 - Current 5
Edward Jones St. Louis, MO Mar 2008 - Dec 2011 3
Gmac/metrobrokers Peachtree City, GA May 2007 - Mar 2008 < 1
Mckesson Alpharetta, GA Jun 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Samuel T. Madaris
Phone Number: 813-341-0960
Registered State(s):
  • AL
  • GA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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