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||9|
|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)
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