Samuel Croucher
Samuel Croucher is a CFP-designated registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 6 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
Location
700 N Brand Blvd, Suite #640, Glendale, CA, 91203
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samuel operates under the DBA California Financial Partners for his LPL business, dedicating nearly all of his time to it. He also provides financial planning and consulting services through California Financial Partners, Inc., an independent investment advisor firm, spending a few hours per week on this activity.
Employment History
Current Registrations
California Financial Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
California Financial Partners
State Registrations5 states
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