Sam Phinancial, LLC

Sam Phinancial, LLC (CRD# 175233) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Sam Phinancial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Garai E. Mikel
CRD#: 5361842
Arlington, VA
96
Wealthminder
score

Garai Mikel (CRD# 5361842) is an Investment Advisor Representative working at Sam Phinancial, LLC in Arlington, VA and has over 9 years of experience in the finance industry. Garai Mikel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron J. Stgermain
CRD#: 4110233
Arlington, VA
74
Wealthminder
score

Aaron Stgermain (CRD# 4110233) is an Investment Advisor Representative working at Sam Phinancial, LLC in Arlington, VA and has over 14 years of experience in the finance industry. Aaron Stgermain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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