Sample Financial Solutions, LLC

Sample Financial Solutions, LLC (CRD# 304192) is a financial advisory firm headquartered in , . They manage $12,088,311 in 94 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://samplefs.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $128,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CO, TX

Financial Advisors at Sample Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Sample, financial advisor Aurora CO
Timothy A. Sample
CRD#: 7120868
Aurora, CO

Timothy Sample (CRD# 7120868) is an Investment Advisor Representative working at Sample Financial Solutions, LLC in Aurora, CO and has over 5 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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