Samuel Harris, financial advisor Vestavia Hills AL

Samuel Harris

CRD Number: 7872754
Current Firm: Bluewater Wealth Advisors, LLC

Samuel Harris (CRD# 7872754) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.

Similar Advisors
Steven Abrams, financial advisor Vestavia Hills AL
Steven G. Abrams
CRD# 2842337
Nbc Securities, Inc.
Similar Advisors
Bradford Acton, financial advisor Vestavia Hills AL
Bradford D. Acton
CRD# 6641051
Rfg Advisory, LLC
Similar Advisors
Brook Acton, financial advisor Vestavia Hills AL
Brook D. Acton
CRD# 6186795
Cetera Investment Advisers LLC
Company Name Location Dates Years
Bluewater Wealth Advisors, LLC Vestavia, AL Mar 2024 - Current < 1
Stardust Development, LLC Birmingham, AL Nov 2023 - Current < 1
Mark Harris Farms, LLC Huntsville, AL May 2014 - Current 10
Oakworth Capital Bank Birmingham, AL Jun 2020 - Jul 2023 3
Auburn University Auburn, AL Aug 2016 - May 2020 3
Randolph School Huntsville, AL Aug 2002 - May 2016 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for Samuel Harris
Phone Number: 205-305-6352
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.