Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammy? Claim Your ProfileSammy Rex Tuggle has been in the financial services industry since 1989. Sammy Rex is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC. Sammy Rex has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Sammy Rex has also held previous positions with LINCOLN FINANCIAL SECURITIES CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, and FORTH FINANCIAL SECURITIES, CORPORATION.
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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NC
06/27/2024 - Present
LPL Financial LLC (GREENSBORO NC)
NC
06/04/2004 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
CA
08/06/1990 - 05/26/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
VA
01/09/1989 - 08/10/1990
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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