Samantha
Schneider

Lpl Financial LLC

CRD#6245931
Investment Advisor
in Fort Mill, SC

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About this Advisor

Samantha Schneider is a financial advisor who works out of Fort Mill, South Carolina, who has been in the industry for 10 years. Schneider is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Lpl Insurance and Crump Life Insurance. Schneider holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in South Carolina. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, South Carolina. The investment advisory business has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in assets across its 1,517,995 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC performs a number of services, such as 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. Fees charged by financial advisors are based on which services are provided. However, fees billed by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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, Commissions

Disclosures

No

Office Location

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

SC Average: $646,059,043
Total Number of Employees

28,744

SC Average: 13
Total Number of Accounts

1,517,995

SC Average: 661
Average Account Size

$266,257

SC Average: $977,396

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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

Samantha Schneider Work History

Samantha has 10 years of experience.

2013 - Present (9 years)

Lpl Insurance

2012 - 2013 (1 year)

Crump Life Insurance

Disclosures

Samantha Schneider has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jeffrey Nist
Buffalo, NY
Blaine Mcshall
Fort Mill, SC
Brian Harwood
Latham, NY
Russell Lo
Honolulu, HI
Steven Corrado
Marshfield, MA
Angela Curtis
Dayton, OH
Scott Korn
Newton Lower Falls, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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