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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 Richardson Reid is an Investment Advisor Representative with Charter Oak Capital Management, a firm that provides portfolio management for individuals and businesses, as well as financial planning and educational seminars. Samuel is registered as an Investment Advisor Representative in Maine, New Hampshire, and Texas. Samuel is a Certified Financial Planner and has been with Charter Oak Capital Management since August 2006. He also holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Samuel is a member of the Strafford Economic Development Corporation and the Southeast Land Trust of New Hampshire.
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.
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.
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NH
09/04/2015 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
IA
Issued 10/06/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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