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Samir Alem
31 Years of Experience
Greensboro, NC
1 DisclosureBroker
Samir Alem is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
108 State Street, Suite 200, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2005Denied
Other Business Activities
Samir is the CEO of Alem Wealth Management, where he works as a financial advisor and provides wealth management services. This takes about half of Samir's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
November 2014 - February 2017 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
November 2014 - February 2017 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
June 2002 - November 2014 · 12 yrs 5 mos
Wells Fargo Advisors, LLCBroker
June 2002 - November 2014 · 12 yrs 5 mos
Wachovia Securities, INC.
January 2002 - June 2002 · 5 mos
Wachovia Securities, INC.Broker
October 1997 - June 2002 · 4 yrs 8 mos
Gkn Securities CORP.Broker
April 1994 - October 1997 · 3 yrs 6 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.