Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Davila Flores is a financial advisor with LPL Financial LLC in San Antonio, Texas. Samantha has over 15 years of experience in the financial services industry. Samantha holds the Series 7, Series 63, and Series 65 licenses. Samantha is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Samantha specializes in financial planning, portfolio management, and investment advisory services. Previously, Samantha worked for Waddell & Reed and Investment Professionals, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/21/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
03/12/2018 - 07/21/2021
WADDELL & REED (SAN ANTONIO TX)
TX
11/17/2014 - 12/19/2017
INVESTMENT PROFESSIONALS, INC. (WINNSBORO TX)
TX
03/07/2008 - 10/02/2014
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 04/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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