Linda Sama
Linda Sama is a registered investment advisor at RBC Capital Markets, LLC, based in Jericho, NY, with 39 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1 Jericho Plaza, Suite 106, Jericho, NY, 11753-1635
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Linda is a partner at Sama Management LLC, a rental property company, spending minimal time on it. She also serves as the Recording Secretary for the Three Village Garden Club, dedicating minimal time to this role as well.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.Broker
Essex National Securities, INC.Broker
Financial Horizons Securities CorporationBroker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
David Lerner Associates, INC.Broker
First Options of Chicago, INC.Broker
Prudential-Bache Securities INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.