Inderjit
Samra
Advisory Services Network
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About this Advisor
Inderjit Samra is a financial advisor based in New York, New York with 7 years of industry experience. Samra works at Advisory Services Network. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, J. P. Morgan Chase & Co, Bank Of America, N.A and Advisory Services Network, LLC. Samra holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and New York. Advisory Services Network is an advisory firm headquartered in Atlanta, GA. It has offices in 84 locations and a total of 212 advisors. It controls $6 billion in assets among its 22,847 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 21 charities and foundations. Of its 22,847 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Advisory Services Network offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Advisory Services Network most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Inderjit Samra Work History
Inderjit has been registered as a financial advisor for 7 years.*
Advisory Services Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J. P. Morgan Chase & Co
*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 Inderjit Samra 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 Advisory Services Network
Eagle River, AK
Houston, TX
Atlanta, GA
Tampa, FL
Atlanta, GA
Atlanta, GA
Portage, MI
Atlanta, GA
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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