Samuel Oakley
Samuel Oakley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 37 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2307 Crestmoor Road, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business Activities
Samuel works as a financial advisor at Pinnacle Asset Management, helping clients achieve their financial goals, dedicating about half his time. He is also a Managing Director at Pinnacle Bank for The Oakley Group, responsible for individual and team sales, also taking about half his time, and a member of The Oakley Group, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Securities, INC.Broker
State Registrations30 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.
Exams
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