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Inderjit Samra

Advisory Services Network

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About Inderjit Samra

Inderjit Samra is a financial advisor at Advisory Services Network, providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses. Inderjit Samra has been a registered investment advisor for over a decade and holds a Series 7, Series 66, and SIE license. Inderjit Samra has experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC and Chase Investment Services Corp. Inderjit Samra is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Inderjit Samra is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Inderjit Samra’s Registration & Firm History

GA

04/06/2021 - Present

Advisory Services Network (ATLANTA GA)

NJ

07/30/2014 - 03/17/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)

NY

10/01/2012 - 10/25/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

02/11/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NJ

06/02/2009 - 11/20/2009

EDWARD JONES (UNION CITY NJ)

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Licenses & Designations

BOTH

Issued 06/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Inderjit Samra.
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