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Samuel Maness

22 Years of Experience
St. Petersburg, FL
Broker

Samuel Maness is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2015 - Present · 10 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Bb&t Securities, LLC
January 2013 - July 2015 · 2 yrs 6 mos
Bb&t Securities, LLCBroker
January 2013 - July 2015 · 2 yrs 6 mos
Scott & Stringfellow, LLC
November 2003 - January 2013 · 9 yrs 2 mos
Scott & Stringfellow, LLCBroker
August 2003 - January 2013 · 9 yrs 5 mos
State Registrations1 state
VA
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.