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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 David Blank is an investment advisor representative at Brighton Jones LLC. Samuel is a Certified Financial Planner and has been in the industry since August 2021. Samuel is licensed in Washington and has passed the Series 65 exam. Samuel's areas of specialization include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Samuel has worked in the financial services industry for over 6 years.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
11/29/2021 - Present
Brighton Jones LLC (SEATTLE WA)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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