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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 Lloyd Perry is a financial advisor with Captrust. Samuel has been in the financial services industry since January 1995. Samuel has worked for several firms, including Wells Fargo Advisors Financial Network, LLC and Sanford C. Bernstein & Co., Inc. Samuel is currently registered as a Registered Investment Advisor (RIA) with Captrust. Samuel holds a variety of licenses and certifications, including Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Samuel is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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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2
FL
08/14/2017 - Present
Captrust (Tampa FL)
FL
06/15/2002 - 07/07/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
NC
08/07/1998 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
01/18/1995 - 08/19/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 12/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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