David
Samuels
Corinthian Wealth Management
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About this Advisor
David Samuels is a certified financial planner who works out of San Jose, California with 2 years of industry experience. Samuels is currently employed by Corinthian Wealth Management. Throughout their career, Samuels has worked at Concert Wealth Management, Kms Financial Services, Inc and Arbor Point Advisors. Samuels has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Corinthian Wealth Management is a registered investment business based out of San Jose, CA. It administers $81 million in total assets between its 306 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Corinthian Wealth Management has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Corinthian Wealth Management most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corinthian Wealth Management Brokerage Details
$80,591,447
3
306
$263,371
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Samuels Work History
David has been registered as a financial advisor for 2 years.*
Arbor Point Advisors
Kms Financial Services, Inc
Concert Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Samuels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corinthian Wealth Management
San Jose, CA
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
