Samuel Smith (CRD# 5219742) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 17 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | South Plainfield, NJ | Aug 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | South Plainfield, NJ | Aug 2020 - Current | 3 |
| Avantax Investment Services Inc. | South Plainfield, NJ | Aug 2020 - Current | 3 |
| Taxsmiths LLC | South Plainfield, NJ | Feb 2010 - Current | 14 |
| Public Service Electric And Gas Company | Newark, NJ | Feb 1994 - Current | 30 |
| Real Estate - Residential Rental Property | Plainfield, NJ | Jul 2014 - Nov 2021 | 7 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2008 - Jul 2020 | 12 |
| Cetera Financial Specialists LLC | Schuamburg, IL | Sep 2006 - Jul 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- NJ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.