SF
CFP
SF
CFP

Samantha Fournier

4 Years of Experience
Bettendorf, IA
Broker

Samantha Fournier is a CFP-designated registered investment advisor, based in Bettendorf, IA, with 4 years of industry experience.

Location

3467 Forest Grove Drive, Bettendorf, IA, 52722

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2022 - February 2026 · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
March 2022 - February 2026 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - March 2022 · 8 mos
State Registrations19 states
ARAZCACODCFLIAILINMDMIMNNVOHORTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Samantha Fournier - Financial Advisor | TrueAdvisor