Christopher
Sampers

Sfi Advisors, LLC

CRD#2806315
Investment Advisor
in Duluth, GA

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About this Advisor

Christopher Sampers is a financial advisor based in Duluth, Georgia, working with Sfi Advisors, LLC. Christopher has previously held positions at Melinda Rest Manager Versialles Rest, Nfp Securities, Inc, Kestra Advisory Services, LLC, Private Client Services, Sfi Insurance Services, Inc, Sfi Advisors, LLC, and Kestra Investment Services, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and New Jersey. Currently, Christopher is part of Sfi Advisors, LLC, which operates out of Duluth, Georgia. The firm has 1 office and 10 employees. The firm manages assets totaling $239.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Sfi Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2250 Satellite Blvd. Suite 135
Duluth, GA 30097

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Sfi Advisors, LLC Brokerage Details

Total Assets Under Management

$239,000,000

GA Average: $10,121,009,343
Total Number of Employees

10

GA Average: 92
Total Number of Accounts

297

GA Average: 6,978
Average Account Size

$804,714

GA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Christopher Sampers Work History

2017 - Present (7 years)

Private Client Services

2017 - Present (7 years)

Sfi Advisors, LLC

2009 - Present (15 years)

Sfi Advisors, LLC

1999 - Present (25 years)

Sfi Insurance Services, Inc

2016 - 2017 (1 year)

Kestra Advisory Services, LLC

2006 - 2017 (11 years)

Kestra Investment Services, LLC

1999 - 2016 (17 years)

Nfp Securities, Inc

1996 - 2017 (21 years)

Melinda Rest Manager Versialles Rest

Disclosures

Please visit the SEC profile of Christopher Sampers 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 Sfi Advisors, LLC

Joel Schreiber
Montclair, NJ
Connor Tarleton
Duluth, GA
Christopher Sampers
Duluth, GA
John Sampers
Montclair, NJ
Scott Smith
Montclair, NJ
Peter Goodman
Montclair, NJ

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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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.

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