Samantha
Compton
Eversource Wealth Advisors, LLC
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About this Advisor
Samantha Compton is a financial advisor based in Kansas City, Missouri, working with Eversource Wealth Advisors, LLC. Samantha has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Wise Wealth, LLC, and Eversource Wealth Advisors, LLC. Samantha has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Samantha is part of Eversource Wealth Advisors, LLC, which operates out of Kansas City, Missouri. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 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, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$2,694,361,660
59
8,119
$331,859
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Samantha Compton Work History
Eversource Wealth Advisors, LLC
Wise Wealth, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
Disclosures
Please visit the SEC profile of Samantha Compton 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 Eversource Wealth Advisors, LLC
Jacksonville, FL
Knoxville, TN
Jacksboro, TN
Birmingham, AL
Birmingham, AL
Fairfax, VA
Mckinney, TX
Scottsdale, AZ
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