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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Colton Sharples is a financial advisor with LPL Financial LLC. Samuel has been in the financial services industry since September 14, 2014. Prior to joining LPL Financial LLC, Samuel worked for Waddell & Reed in Bozeman, Montana. Samuel is registered with the state of Montana as a Registered Representative and an Investment Advisor Representative. Samuel is also registered in Texas as an Investment Advisor Representative. Samuel holds the Series 7, Series 66, and SIE licenses. Samuel specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Samuel has over 10 years of experience in the financial services industry and is dedicated to helping his clients achieve their financial goals.
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
MT
07/13/2015 - Present
LPL Financial LLC (HAMILTON MT)
MT
09/11/2014 - 07/07/2015
WADDELL & REED (BOZEMAN MT)
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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