Samantha Felger (CRD# 7198733) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Edward Jones
CRD# 5954281
Mercer Global Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Salem, OH | Jun 2022 - Current | 1 |
| Navy Federal Financial Group, LLC | Salem, OH | Jun 2022 - Current | 1 |
| Navy Federal Financial Group, LLC | Jacksonville, NC | Oct 2021 - Jun 2022 | < 1 |
| Navy Federal Investment Services, LLC | Jacksonville, NC | Oct 2021 - Jun 2022 | < 1 |
| Unemployed | Jacksonville, NC | Jun 2021 - Oct 2021 | < 1 |
| First Command Financial Planning | Fort Worth, TX | Apr 2020 - Jun 2021 | 1 |
| First Command Advisory Services | Fort Worth, TX | Apr 2020 - Jun 2021 | 1 |
| First Command Insurance Services | Fort Worth, TX | Apr 2020 - Jun 2021 | 1 |
| First Command Financial Planning | Fort Worth, TX | Nov 2019 - Apr 2020 | < 1 |
| Mariner Finance | Jacksonville, NC | Aug 2019 - Dec 2019 | < 1 |
| Unemployed | Canfield, OH | Dec 2018 - Aug 2019 | < 1 |
| Mariner Finance | Jacksonville, NC | Jun 2018 - Dec 2018 | < 1 |
| Farmers National Bank | Canfield, OH | Feb 2017 - May 2018 | 1 |
| Full-time Student | Columbus, OH | Aug 2016 - Dec 2016 | < 1 |
| Chipotle Mexican Grille | Alliance, OH | May 2016 - Aug 2016 | < 1 |
| Full-time Student | Columbus, OH | Jan 2016 - May 2016 | < 1 |
| Chipotle Mexican Grille | Columbus, OH | Sep 2015 - Dec 2015 | < 1 |
| Chipotle Mexican Grille | Alliance, OH | Jun 2015 - Sep 2015 | < 1 |
| Full-time Student | Columbus, OH | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- NC
- OH
- TX
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, WY
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