Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha L Phillips is an experienced financial advisor with over 18 years of experience in the industry. Samantha has held positions with Cambridge Investment Research, Inc., SagePoint Financial, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Currently, Samantha is registered with LPL Financial LLC. Samantha's expertise lies in providing financial advice to individuals, corporations, and other businesses. Samantha offers a range of services including financial planning, portfolio management, and educational seminars.
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.
1
2
MD
09/19/2023 - Present
LPL Financial LLC (GLEN ARM MD)
MD
11/05/2010 - 09/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (GLEN ARM MD)
MD
08/06/2007 - 11/10/2010
SAGEPOINT FINANCIAL, INC. (GLEN ARM MD)
MD
06/29/2005 - 06/07/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MN
06/29/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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