Samuel Ahn
Samuel Ahn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Diego, CA, with 12 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
8198 Mira Mesa Blvd, San Diego, CA, 92126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is the trustee of his personal trust since 2017, requiring minimal time. He also works as a financial advisor at Mission Federal Credit Union, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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