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Andrea Brashears-sampson

Wise Financial Counsel, LLC

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About Andrea Brashears-sampson

Andrea Brashears-sampson is a financial advisor based in Fort Washington, MD. Andrea is registered with the state of Maryland as an Investment Advisor Representative. Andrea is also registered in Texas and Virginia. Andrea has over 20 years of experience in the financial services industry. Andrea currently works at Wise Financial Counsel, LLC, a firm based in Fort Washington, MD. Prior to joining Wise Financial Counsel, LLC, Andrea worked at several other firms, including Commonwealth Financial Network, SunTrust Investment Services, Inc., ICMA-RC Services, LLC, Raymond James Financial Services, Inc., AXA Advisors, LLC, American General Securities Incorporated, Washington Square Securities, Inc. and WMA Securities, Inc. Andrea holds the Series 6, 7, 63 and 65 licenses and the SIE certification. Andrea is also a Certified Financial Planner. Andrea is known for providing financial counseling and educational seminars.

Firm Information

Andrea Brashears-sampson is currently registered with Wise Financial Counsel, LLC. Wise Financial Counsel, LLC provides financial counseling services to individuals. They also offer educational seminars. They have 1 investment adviser representative and serve 20 individual clients.

Not reported

Assets Under Management

20

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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financial counseling

Financial counseling

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Andrea Brashears-sampson’s Registration & Firm History

MD

07/22/2022 - Present

Wise Financial Counsel, LLC (Fort Washington MD)

MD

04/12/2010 - 10/24/2014

COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)

VA

10/23/2008 - 11/02/2009

SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)

DC

02/23/2006 - 10/23/2007

ICMA-RC SERVICES, LLC (WASHINGTON DC)

FL

11/11/2003 - 10/18/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

04/24/2003 - 11/11/2003

AXA ADVISORS, LLC (NEW YORK NY)

AZ

01/03/2003 - 04/29/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

12/12/2001 - 12/31/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

CT

12/15/1999 - 12/31/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

GA

10/15/1999 - 11/03/1999

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/09/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Brashears-sampson.
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