Samantha Stringer (CRD# 5927934) is an Investment Advisor Representative working at I.m. Financial, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| I.m. Financial, LLC | Denver, CO | Apr 2022 - Current | 2 |
| Merit Financial Group Llc (dba: I.m. Wealth Care Llc) | Greenwood Village, CO | Aug 2020 - Current | 3 |
| Lpl Financial, LLC | Greenwood Village, CO | Jul 2020 - Current | 3 |
| I.m. Wealth Care, LLC | Denver, CO | Aug 2020 - Apr 2022 | 1 |
| Unemployed | Thornton, CO | Jun 2020 - Jul 2020 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Mar 2019 - Jun 2020 | 1 |
| Unemployed | Denver, CO | Dec 2018 - Mar 2019 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Englewood, CO | Oct 2018 - Nov 2018 | < 1 |
| Waddell & Reed, Inc. | Overland Park, KS | Sep 2012 - Nov 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
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- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
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CO, LA
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