Samuel Boulware is a CFP-designated registered investment advisor, based in Columbia, SC, with 36 years of industry experience.
Location
1330 Lady Street, Suite 202, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel owns Sam Boulware & Associates LLC for tax/investment purposes and Cocktales LLC for real estate holdings. He also works for HUB International and provides investment advisory services through Global Retirement Partners, spending nearly full-time hours on the latter. Samuel dedicates nearly full-time hours to Creative Financial Strategies, A HUB INT'L CO and HUB Retirement and Wealth Management.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations7 states
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