Samuel Heveroh (CRD# 7129416) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Louis, MO and has over 5 years of experience in the finance industry.
CRD# 1249790
Stifel Independent Advisors, LLC
CRD# 2444115
Edward Jones
CRD# 5460684
The Colony Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stonebridge Financial Group, LLC | St. Louis, MO | Mar 2023 - Current | 1 |
Commonwealth Financial Network | San Diego, CA | Mar 2023 - Current | 1 |
Mutual Of Omaha Investor Services | Saint Louis, MO | Jan 2020 - Mar 2023 | 3 |
Mutual Of Omaha Insurance Company | Saint Louis, MO | Jan 2020 - Mar 2023 | 3 |
Wells Fargo Clearing Services | St. Louis, MO | May 2019 - Jan 2020 | < 1 |
Rhi General Group | San Ramon, CA | May 2019 - Oct 2019 | < 1 |
Truman State University | Kirksville, MO | Aug 2015 - May 2019 | 3 |
Westwood Country Club | Saint Louis, MO | May 2017 - Aug 2018 | 1 |
Oakville High School | Saint Louis, MO | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2019 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- MO
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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