Samantha
Vanhorenbeck
J. W. Cole Advisors, Inc
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About this Advisor
Samantha Vanhorenbeck is a financial advisor based in Clearwater, Florida, working with J. W. Cole Advisors, Inc. Samantha has previously held positions at J.W. Cole Financial, Inc, Formulated Solutions, Reynolds American, University Of Edinburgh, The University Of Edinburgh, Hollins University, Radford University, Hall Automotive, Maxmedia, Memphis Parks & Recreation, Fedex, and J.W. Cole Advisors, Inc. Samantha has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Samantha is part of J. W. Cole Advisors, Inc, which operates out of Clearwater, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Samantha Vanhorenbeck Work History
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Formulated Solutions
Reynolds American
The University Of Edinburgh
Maxmedia
University Of Edinburgh
Memphis Parks & Recreation
Fedex
Radford University
Maxmedia
Hall Automotive
Hall Automotive
Hollins University
Disclosures
Please visit the SEC profile of Samantha Vanhorenbeck 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 J. W. Cole Advisors, Inc
Rockledge, FL
Bettendorf, IA
Wayne, PA
Tampa, FL
Clearwater, FL
Lock Haven, PA
Tampa, FL
West Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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