Samantha Fernandez
Samantha Fernandez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bradenton, FL, with 14 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
4900 Manatee Ave W, Suite 203, Bradenton, FL, 34209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha is an associate/employee at Frey Masterson Investment Advisors, providing investment advice and financial planning. She also serves as a board member for Gulf Coast JFCS and a committee member for Leadership St Pete, dedicating minimal time to each non-profit.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Waddell & Reed, INC.Broker
State Registrations52 states
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