Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Heflin is a Certified Financial Planner® and an Investment Advisor Representative with Apella Wealth. Samantha is licensed to provide investment advice in California and Connecticut. Samantha's employment history includes roles at Inspired Financial, University of Georgia Transportation Services, Dominoes, Burlington, Culvers and Apella Capital, LLC. Samantha provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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2
CA
07/20/2023 - Present
Apella Wealth (Huntington Beach CA)
Active
Inactive
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