Samuel NielsonCRD Number: 5781317
Current Firm: Valic Financial Advisors, Inc.
Samuel Nielson (CRD# 5781317) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Agia||Houston, TX||Dec 2022 - Current||< 1|
|Valic Financial Advisors, Inc.||Lakewood, CO||Dec 2021 - Current||1|
|Capitalrock LLC||Bountiful, UT||Nov 2019 - Dec 2021||2|
|Mwa Financial Services Inc.||Rock Island, IL||Nov 2014 - Dec 2021||7|
|Modern Woodmen Of America||Rock Island, IL||Oct 2014 - Dec 2021||7|
|Ups||Orem, UT||Nov 2018 - Apr 2019||< 1|
|Fidelity Investments||American Fork, UT||Apr 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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