Samantha Sennett is a CFP-designated registered investment advisor, based in Santa Barbara, CA, with 29 years of industry experience.
Location
Santa Barbara, CA
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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
Samantha is a trustee for an Irrevocable Life Insurance Trust and owns a sole proprietorship for insurance sales and service. She also owns The AmeriFlex Group, a DBA for her insurance sales, and The AmeriFlex Group RIA, where she provides wealth management services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
State Registrations6 states
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