Samuel Houk (CRD# 6199543) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jefferies LLC | San Francisco, CA | Nov 2015 - Current | 2 |
| Morgan Stanley | Palo Alto, CA | May 2014 - Nov 2015 | 1 |
| R&d Kitchen | Newport Beach, CA | Sep 2011 - Mar 2014 | 2 |
| Tax & Financial | Newport Beach, CA | Jun 2013 - Nov 2013 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | Jun 2013 - Nov 2013 | < 1 |
| Minnesota Life Insurance Company | St Paul, MN | Jun 2013 - Nov 2013 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | May 2013 - Jun 2013 | < 1 |
| Law Offices Of Thompson And Colegate | Riverside, CA | Jul 2008 - Aug 2011 | 3 |
| Moreno Valley Ranch Golf Club | Moreno Valley, CA | Feb 2007 - Aug 2011 | 4 |
| Canyon Springs High School | Moreno Valley, CA | Sep 2003 - Jun 2007 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- CA
-
Total Assets Under Management4,590MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$14,211,290
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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