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Sammer Miqbel

8 Years of Experience
Sun City, AZ
Broker

Sammer Miqbel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sun City, AZ, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10725 Grand Ave, Sun City, AZ, 85351

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sammer works as an associate/employee and advisor for Desert Financial Credit Union and Desert Financial Wealth Management, spending about half of his time or more on these activities. He also works as an affiliate for Desert Financial Credit Union.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2021 - May 2021 · 4 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - May 2021 · 1 yr 7 mos
U.S. Bancorp Investments, INC.Broker
November 2017 - August 2019 · 1 yr 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - November 2017 · 9 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sammer Miqbel - Financial Advisor | TrueAdvisor