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Samuel Rockwell

6 Years of Experience
Odessa, FL
Broker

Samuel Rockwell is a registered investment advisor at Raymond James & Associates, INC., based in Odessa, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Odessa, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Samuel is an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. He dedicates minimal time to this unpaid, non-investment related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2019 - Present · 7 yrs
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.