Samuel AspinwallCRD Number: 3055415
Current Firm: Raymond James & Associates, Inc.
Samuel Aspinwall (CRD# 3055415) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 19 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates, Inc.||St. Petersburg, FL||Aug 2007 - Current||10|
|Ccp Partnership||Carlisle, PA||Jan 2003 - Dec 2014||11|
|Kish Bank||Reedsville, PA||Jul 2006 - Jul 2007||1|
|Raymond James Financial Services, Inc.||Reedsvill, PA||Jan 2001 - Jul 2007||6|
|Kish Bank||Reedsville, PA||Aug 1998 - Jul 2007||8|
|Kishacoquillas Valley Nat'l Bank||Reedsville, PA||Aug 1997 - Jul 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)