Samara Financial, Inc.

Samara Financial, Inc. (CRD# 288772) is a financial advisory firm headquartered in , . They manage $770,819 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $85,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Samara Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lloyd Hall, financial advisor Portland ME
Lloyd A. Hall
CRD#: 6894502
Portland, ME

Lloyd Hall (CRD# 6894502) is an Investment Advisor Representative working at Samara Financial, Inc. in Portland, ME and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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