Gregory Samuels (CRD# 6023160) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 6 years of experience in the finance industry.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 4463519
Wells Fargo Advisors Financial Network, LLC
Score
103
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hd Vest Investment Services | Wyoming, MI | Oct 2017 - Current | < 1 |
| Hd Vest Advisory Services | Wyoming, MI | Oct 2017 - Current | < 1 |
| Sagepoint Financial Inc. | Phoenix, AZ | Jul 2015 - Sep 2017 | 2 |
| Ameritas Investment Corp | Lincoln, NE | Mar 2014 - Jun 2015 | 1 |
| Benteler Automotive | Grand Rapids, MI | Feb 1994 - Jan 2014 | 19 |
| Waddell & Reed, Inc. | Grand Rapids, MI | Mar 2012 - Jun 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Criminal Record
- MI
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Total Assets Under Management12,278MILLIONS
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Total Number of Accounts56,222ACCOUNTS
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Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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