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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 Shane Gardner is a financial advisor with over 6 years of experience in the financial services industry. Samuel Shane Gardner is currently registered with LPL Financial LLC in Warner Robins, GA. Previously Samuel Shane Gardner was associated with Cambridge Investment Research, Inc. and Thrivent Investment Management Inc. Samuel Shane Gardner holds the Series 7, Series 63 and Series 66 licenses and the SIE exam. Samuel Shane Gardner is licensed to provide investment advice in 13 states.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
08/04/2022 - Present
LPL Financial LLC (WARNER ROBINS GA)
GA
07/02/2018 - 08/04/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Glen Bonaire GA)
GA
04/07/2017 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (SAVANNAH GA)
GA
05/03/2016 - 01/20/2017
THRIVENT INVESTMENT MANAGEMENT INC. (SAVANNAH GA)
BOTH
Issued 06/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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