Richard SamuelCRD Number: 4534559
Current Firm: Investment Advisory Services, Inc.
Richard Samuel (CRD# 4534559) is an Investment Advisor Representative working at Investment Advisory Services, Inc. in The Woodlands, TX and has over 16 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Waterway Wealth Management, LLC
Thrivent Investment Management Inc.
|Investment Advisory Services, Inc.||The Woodlands, TX||Mar 2011 - Current||7|
|Investment Advisory Services, Inc.||The Woodlands, TX||Aug 2004 - Mar 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management260MILLIONS
Total Number of Accounts518ACCOUNTS
Average Account Value$500,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
LA, OK, TX