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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 Wright Starling is a financial advisor with LPL Financial LLC. Samuel has been in the financial industry since 1999 and has experience with Wells Fargo Advisors LLC, WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Samuel holds both Series 66 and Series 7 licenses and is registered in Alabama, California, Florida, Georgia, Hawaii, North Carolina, Oklahoma, Texas, Virginia, and Washington. Samuel specializes in providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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CA
09/18/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
03/26/2009 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NC
02/21/2006 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (MOREHEAD CITY NC)
MD
06/01/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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