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Samantha Hendricks

19 Years of Experience
Allen, TX
1 DisclosureBroker

Samantha Hendricks is a registered investment advisor at Edward Jones, based in Allen, TX, with 19 years of industry experience. Samantha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 N Watters Rd Suite 170, Allen, TX, 75013-5519

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History

Regulatory History (1)
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Customer Dispute
May 2026
Pending
Employment History
Current Registrations
Edward JonesBroker
June 2017 - Present · 9 yrs 4 mos
Edward Jones
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
March 2016 - June 2017 · 1 yr 3 mos
Park Avenue Securities LLCBroker
March 2016 - June 2017 · 1 yr 3 mos
MML Investors Services, LLC
October 2013 - February 2016 · 2 yrs 4 mos
MML Investors Services, LLCBroker
September 2013 - February 2016 · 2 yrs 5 mos
Metlife Securities INC.
August 2010 - August 2013 · 3 yrs
Metlife Securities INC.Broker
July 2010 - August 2013 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - January 2008 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - January 2008 · 8 mos
State Registrations16 states
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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.
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