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Russell Wayne Samples

Private Wealth Asset Management

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About Russell Wayne Samples

Russell Wayne Samples is an investment advisor representative with Private Wealth Asset Management. Russell is a registered investment advisor in Texas. Russell has been in the financial services industry for over 20 years. Russell specializes in providing financial advice and portfolio management for individuals, families, and businesses.

Firm Information

Russell Samples is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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.

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401k advisory services

401k advisory services

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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Russell Samples’s Registration & Firm History

TX

07/19/2022 - Present

Private Wealth Asset Management (SAN ANTONIO TX)

TX

04/06/2009 - 11/14/2012

EDWARD JONES (KAUFMAN TX)

TX

10/04/2004 - 05/06/2008

LPL FINANCIAL CORPORATION (ROCKWALL TX)

MN

03/31/1999 - 04/02/2003

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

01/13/1995 - 04/15/1997

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

TX

04/27/1994 - 01/25/1995

WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 07/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Wayne Samples.
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