Arnold SamuelCRD Number: 4278592
Current Firm: The Ameriflex Group
Arnold Samuel (CRD# 4278592) is an Investment Advisor Representative working at The Ameriflex Group in Westlake Village, CA and has over 20 years of experience in the finance industry.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|The Ameriflex Group, Inc.||Westlake Village, CA||Mar 2020 - Current||< 1|
|Sagepoint Financial, Inc.||Thousand Oaks, CA||Mar 2016 - Current||4|
|Wedbush Morgan Securities||Los Angeles, CA||Jan 2009 - Mar 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management163MILLIONS
Total Number of Accounts886ACCOUNTS
Average Account Value$183,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, NV, TX
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