Rachel
Sams
Gradient Securities, LLC
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About this Advisor
Rachel Sams is a financial advisor based in Saint Paul, Minnesota, working with Gradient Securities, LLC. Rachel has previously held positions at Arindel Farms, City Of Ocala Dba Ocala Police Department, Premier Designs, Newbridge Securities Corp, Gilbert Flooring LLC, Harmony House, Edward Jones, Homemaking, Thrivent Investment Management Inc, Thrivent Financial, National Rifle Association, and Gradient Securities. Rachel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Georgia, Louisiana, Minnesota, New York, South Carolina, and Wyoming. Currently, Rachel is part of Gradient Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 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 selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Securities, LLC Brokerage Details
$475,170,843
62
6,625
$71,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rachel Sams Work History
National Rifle Association
Gradient Securities
Homemaking
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Gilbert Flooring LLC
Edward Jones
Arindel Farms
Newbridge Securities Corp
Harmony House
Premier Designs
City Of Ocala Dba Ocala Police Department
Disclosures
Please visit the SEC profile of Rachel Sams 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 Gradient Wealth Management
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Anoka, MN
Saint Paul, MN
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