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Samuel Sheffer Hoyle

Lion Street Financial, LLC

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About Samuel Sheffer Hoyle

Samuel Hoyle has over 40 years of experience in the financial services industry. Samuel currently works at Lion Street Financial, LLC. Prior to joining Lion Street Financial, LLC, Samuel worked at KESTRA INVESTMENT SERVICES, LLC. Samuel is licensed in several states including Iowa, Maryland, Michigan, Missouri, Pennsylvania, and Virginia.

Firm Information

Samuel Hoyle is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

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.

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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Samuel Hoyle’s Registration & Firm History

MD

09/15/2020 - Present

Lion Street Financial, LLC (Timonium MD)

MD

04/06/1999 - 09/18/2020

KESTRA INVESTMENT SERVICES, LLC (Timonium MD)

MA

09/05/1997 - 04/09/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

MN

06/20/1994 - 09/09/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

MA

12/22/1993 - 06/07/1995

MANEQUITY, INC. (BOSTON MA)

NA

04/14/1983 - 05/25/1994

G. R. PHELPS & CO., INC.

NY

06/04/1993 - 12/13/1993

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

09/21/1976 - 04/22/1983

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BC

Issued 05/05/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Sheffer Hoyle.
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