Samuel Crossley is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 24 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
320 Broad St 4th Fl, [Rbo], Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel owns rental property with his spouse and works with a property management company, dedicating minimal time. He is also a musician in multiple bands and a part-time ticket taker, spending a few hours per week on these activities, and acts as an administrator for his mother.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Aig Capital Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations9 states
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
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