Isaac Samsa, financial advisor Portland OR
93 score

Isaac Samsa

CRD Number: 5614174
Current Firm: Woodbury Financial Services, Inc.

Isaac Samsa (CRD# 5614174) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Portland, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Portland, OR Jul 2010 - Current 6
John Hancock Portland, OR Apr 2009 - Jul 2010 1
Kitchen Kaboodle Portland, OR Aug 2008 - Apr 2009 < 1
Bank Of America Alona, OR Apr 2007 - Aug 2008 1
Unemployed Ridge Loop, OR Dec 2006 - Apr 2007 < 1
Cal State Chico Chico, CA Aug 2001 - Dec 2006 5
Esplanade Office Chico, CA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Isaac L. Samsa
Phone Number: 800-800-2638
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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