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Samuel E Forkkio

Archer Investment Corp.

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About Samuel E Forkkio

Samuel E. Forkkio is an investment advisor representative at Archer Investment Corp. Samuel has been in the industry since 12/19/2015, working previously at HD VEST INVESTMENT SERVICES. Samuel is registered with the state of Maryland. Samuel holds the Series 65, Series 6, and SIE licenses. Samuel has worked for Forkkio and Company and the FDIC. Samuel specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Samuel is an expert in the areas of financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Samuel Forkkio is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Forkkio’s Registration & Firm History

IN

01/01/2025 - Present

Archer Investment Corp. (CARMEL IN)

MD

12/19/2015 - 02/26/2018

HD VEST INVESTMENT SERVICES (Silver Spring MD)

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Licenses & Designations

IA

Issued 08/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel E Forkkio.
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