Samuel Sharples
Samuel Sharples is a registered investment advisor at Solid State Wealth Advisory Group, based in Missoula, MT, with 12 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees generally range from 0.50% to 2.50% of assets under management and are negotiable based on the scope and complexity of services.
Fee Estimator
Location
331 SW Higgins Ave, Missoula, MT, 59803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel operates Montana Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He is also a financial producer/advisor with Allegis Advisor Group/Cason Group, focusing on non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Solid State Wealth Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations23 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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