Samuel Khalil (CRD# 7605790) is an Investment Advisor Representative working at Wide Eye Capital in Portland, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wide Eye Capital LLC | Portland, OR | Jul 2022 - Current | 1 |
| Principal Consulting Group | Walnut Creek, CA | Jan 2022 - Jun 2022 | < 1 |
| Fisher Investments | Camas, WA | Jan 2019 - Jan 2022 | 3 |
| Adecco Group | Mountain View, CA | Dec 2016 - Nov 2018 | 1 |
| Arikkan | Vancouver, WA | Oct 2015 - Nov 2016 | 1 |
| Dove Lewis Animal Hospital | Portland, OR | Feb 2015 - Jul 2015 | < 1 |
| Full Time Student At Portland State University | Portland, OR | Jan 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- OR
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$146,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
- Educational seminars/workshops
OR
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