Samuel Carpenter is a CFP, PFS-designated registered investment advisor, based in Johnstown, PA, with 38 years of industry experience.
Location
237 Johns Street, Suite 3, Johnstown, PA, 15901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel is an insurance agent for multiple companies, selling various insurance products including life insurance, annuities, and variable products. He also owns real estate and is a partner in an office building, dedicating about a quarter of his time to selling insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
The Advisors Group, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations22 states
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