Michael Samuels, financial advisor Pittsburgh PA

Michael Samuels

CRD Number: 1041618
Current Firm: Bfc Planning, Inc.

Michael Samuels (CRD# 1041618) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pittsburgh, PA and has over 41 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Pittsburgh, PA Jul 2017 - Current 6
Bfc Planning, Inc. Pittsburgh, PA Jul 2017 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Apr 2013 - Jul 2017 4
Cambridge Investment Research Advisor, Inc. Fairfield, IA Apr 2013 - Jul 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
S65 NASAA Investment Advisors Law Examination Feb 2006
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael H. Samuels
Phone Number: 319-447-5700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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