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# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
CRD# 4105009
Lowery Thomas, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jefferies LLC | San Francisco, CA | Nov 2015 - Current | 1 |
| 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 Management3,952MILLIONS
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$12,545,763
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.