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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 Dale Mitchell is a financial advisor with Beacon Pointe Advisors, LLC. He is a Certified Financial Planner and has been in the industry since 2001. Samuel has experience working with a variety of clients, including individuals, high-net-worth individuals, families, trusts, corporations, retirement plans, charitable organizations, and more. Samuel is registered with the state of Texas and has a Series 7 and Series 66 license. Prior to joining Beacon Pointe Advisors, LLC, he was a financial advisor with Ironmark Advisors, LLC. Samuel is committed to providing his clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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TX
10/04/2016 - Present
Beacon Pointe Advisors, LLC (PLANO TX)
TX
09/22/2009 - 11/17/2009
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
11/10/2006 - 09/11/2009
PFPC DISTRIBUTORS, INC. (DALLAS TX)
TX
08/13/2001 - 08/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
MN
08/13/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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