Samantha
Stocksett
Blackston Financial Advisory Group, LLC
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About this Advisor
Samantha Stocksett is a financial advisor operating in The Villages, Florida. Stocksett works at Blackston Financial Advisory Group, LLC. During their career, the advisor has held roles at Blackston Financial Advisory Group and Full Time Student. Stocksett holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Florida. Blackston Financial Advisory Group, LLC is an advisory firm operating out of The Villages, FL. The company has offices in two locations and a total of 13 people on staff. It controls $207 million in total assets among its 1,193 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,193 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the services offered. Fees billed by Blackston Financial Advisory Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackston Financial Advisory Group, LLC Brokerage Details
$207,000,000
13
1,193
$173,512
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Samantha Stocksett Work History
Samantha has been registered as a financial advisor for 0 years.*
Blackston Financial Advisory Group
Full Time Student
*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 Samantha Stocksett 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 Blackston Financial Advisory Group, LLC
The Villages, FL
The Villages, FL
The Villages, FL
The Villages, FL
The Villages, FL
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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