Christopher
Sampers

Sfi Advisors, LLC

CRD#2806315
Investment Advisor
in Duluth, GA

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About this Advisor

Christopher Sampers is a certified financial planner based out of Duluth, Georgia with a total of 6 years of industry experience. Sampers currently works for Sfi Advisors, LLC. During their career, Sampers has held roles at Melinda Rest Manager Versialles Rest, Nfp Securities, Inc, Private Client Services, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Sfi Insurance Services, Inc and Sfi Advisors, LLC. Sampers holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and New Jersey. Sfi Advisors, LLC is a financial advisory company that has its headquarters in Montclair, NJ. The company has a total of 10 financial advisors. It administers $197 million in assets under management across its 335 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 335 customer accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sfi Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors typically depend on the services offered. Fees billed by Sfi Advisors, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

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

$196,960,000

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

10

GA Average: 92
Total Number of Accounts

335

GA Average: 6,978
Average Account Size

$587,940

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

Christopher has been registered as a financial advisor for 6 years.*

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

*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 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 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.

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