Samantha Thompson-Innes
Samantha Thompson-Innes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 16 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
Firm Size
IM Fee
Assets Under Management
Location
21700 Oxnard St, Suite 1930, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha is an officer and owner of House of Flame and Revelry Events, LLC, dedicating a few hours per week to directing operations and creative direction for literary themed events. She also spends minimal time as an owner of JIGSAW Wealth Management, Inc., a partner support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations18 states
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