SR
CFP · ChFC
SR
CFP · ChFC
Samuel Ross is a CFP, ChFC-designated registered investment advisor, based in Blountville, TN, with 42 years of industry experience.
Location
1810 Highway 394, Blountville, TN, 37617
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Regulatory History (2)
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Customer Dispute
September 2020Pending
Employment Separation After Allegations
February 2005Other Business ActivitiesSells Insurance
Samuel is the Vice President of Secure Money Masters, where he spends significantly more than full-time selling various insurance products. He also works as a sole proprietor for tax preparation, a notary, an agent for TASC, a sales rep for Ameristate Legal Plan, a managing member of MR Leasing LLC, and a partner in 1810 Partnership.
Employment History
Current Registrations
On Investment Management CO
June 2007 - Present · 19 yrs 1 mo
The O.N. Equity Sales CompanyBroker
June 2007 - Present · 19 yrs 1 mo
Previous Registrations
Southeast Investments, N.c., INC.Broker
April 2005 - June 2007 · 2 yrs 2 mos
William E. Hopkins & Associates, INC.Broker
March 2005 - May 2005 · 2 mos
Metlife Securities INC.
March 2004 - February 2005 · 11 mos
Metlife Securities INC.Broker
April 1983 - February 2005 · 21 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
April 1983 - February 2005 · 21 yrs 10 mos
State Registrations20 states
ALCOFLGAILKYMDMONCNMOHOKPASCTNTXVAWAWIWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.