Samuel
Brimer

Spc

CRD#4482658
Investment Advisor
in Ardmore, OK

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About this Advisor

Samuel Brimer is a financial advisor based in Ardmore, Oklahoma, working with Spc. Samuel has previously held positions at Brimer & Butler Cpa, Sammons Securities Company, and Parkland Securities. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Florida, Louisiana, Oklahoma, Pennsylvania, and Texas. Currently, Samuel is part of Spc, which operates out of Ardmore, Oklahoma. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

301 West Main Suite 400
Ardmore, OK 73401

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

OK Average: $943,424,332
Total Number of Employees

470

OK Average: 21
Total Number of Accounts

30,541

OK Average: 1,586
Average Account Size

$182,147

OK Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Samuel Brimer Work History

2014 - Present (10 years)

Parkland Securities

1981 - Present (43 years)

Brimer & Butler Cpa

2002 - 2014 (12 years)

Sammons Securities Company

Disclosures

Please visit the SEC profile of Samuel Brimer 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 Spc

Cheryl Harwell
Ann Arbor, MI
Dana Trowbridge-Mette
Ann Arbor, MI
John Trotter
Castle Rock, CO
Derek Pritchard
Dublin, CA
Thomas Gervase
Ann Arbor, MI
John O'Callaghan
Mount Prospect, IL
Mark Pauwels
Ann Arbor, MI
Adam Kozak
Eastchester, NY

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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