Samantha Butler
Samantha Butler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Muscadine, AL, with 7 years of industry experience. Samantha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
Muscadine, AL
Get directionsHistory
Regulatory History (3)
Financial
March 2023Financial
December 2018Financial
October 2018Other Business Activities
Samantha is an author and published a poetry book, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.