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Samuel James Davis is an Investment Advisor Representative associated with Brookstone Capital Management LLC. Samuel is registered in Georgia as an Investment Advisor Representative. Samuel has been in the industry since August 2013. Samuel holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in December 2023. Samuel's employment history includes positions at AmeriLife, Salem Media Group, Orlando Magic, Kansas Athletics, KJHK and Student.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
01/25/2024 - Present
Brookstone Capital Management LLC (Alpharetta GA)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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