SD
CFP
SD
CFP

Sam Dayhood

30 Years of Experience
Birmingham, AL
BrokerSells Insurance

Sam Dayhood is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 30 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

850 Corporate Parkway, Suite 112, Birmingham, AL, 35242

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Sam is the owner of Great Cedar Capital Management LLC, which acts as a financial conduit, and also owns rental real estate. Sam also sells fixed annuities and IUL life policies, and offers non-variable insurance products through Vanbridge, dedicating a few hours per week to each insurance-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
June 2016 - November 2016 · 5 mos
Sterne Agee Asset Management, INC.
November 2005 - June 2016 · 10 yrs 7 mos
Sterne Agee Financial Services, INC.Broker
April 2002 - November 2016 · 14 yrs 7 mos
Sterne Agee Capital Markets, INC.Broker
May 1996 - April 2002 · 5 yrs 11 mos
Pruco Securities CorporationBroker
June 1995 - May 1996 · 11 mos
State Registrations15 states
ALCAFLGAKYMAMOMSNCOHORSCTNTXVA
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.