Samuel Maness
Samuel Maness is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 10 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
315 East Eisenhower Parkway, Suite 301, Ann Arbor, MI, 48108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is the owner of McLaren Wealth Strategies LLC, where he helps manage and run the business, dedicating about half of his time. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations35 states
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