Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Allen Millsapps is a financial advisor with over 30 years of experience. Samuel has a deep understanding of the financial services industry and is committed to providing personalized advice and guidance to clients. Samuel is currently registered with LPL Financial LLC, a leading independent broker-dealer. Prior to joining LPL, Samuel held positions with Sunamerica Securities, Inc., IFG Network Securities, Inc., Planned Investments Inc. and First American National Securities, Inc. Samuel is licensed to provide securities and investment advisory services in Alabama, California, Florida, Georgia, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Washington. Samuel is a highly qualified professional who has earned multiple industry certifications, including Series 6, Series 63, Series 26 and SIE.
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
GA
09/17/1998 - Present
LPL Financial LLC (WOODSTOCK GA)
AZ
04/24/1995 - 09/23/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/11/1993 - 04/11/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
05/17/1991 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
02/17/1984 - 04/01/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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