Samuel
Mcninch

Ia Network, LLC

CRD#1319783
Investment Advisor
in Mt Pleasant, SC

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About this Advisor

Samuel Mcninch is a financial advisor based in Mt Pleasant, South Carolina, working with Ia Network, LLC. Samuel has previously held positions at Tice Mcninch Financial Services, Inc, Great Lakes & Atlantic Wealth Management And Advisory Partners, Red Oak Capital Management, Tice Mcninch Management, Inc, Hayden Royal LLC, Kestra Financial Services, Ia Network, LLC, Nfp Securities Inc, and Tice Mcninch Capital Management Inc. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Samuel is part of Ia Network, LLC, which operates out of Mt Pleasant, South Carolina. The firm has 2 offices and 6 employees. The firm manages assets totaling $161.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ia Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mt Pleasant, SC

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Ia Network, LLC Brokerage Details

Total Assets Under Management

$161,259,875

SC Average: $3,625,019,099
Total Number of Employees

6

SC Average: 22
Total Number of Accounts

542

SC Average: 1,917
Average Account Size

$297,527

SC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Samuel Mcninch Work History

2023 - Present (1 year)

Ia Network, LLC

2018 - Present (6 years)

Red Oak Capital Management

1999 - Present (25 years)

Tice Mcninch Management, Inc

1999 - Present (25 years)

Tice Mcninch Capital Management Inc

2016 - 2018 (2 years)

Great Lakes & Atlantic Wealth Management And Advisory Partners

2016 - 2018 (2 years)

Hayden Royal LLC

2007 - 2016 (9 years)

Nfp Securities Inc

1994 - 2016 (22 years)

Tice Mcninch Financial Services, Inc

1994 - 2016 (22 years)

Kestra Financial Services

Disclosures

Please visit the SEC profile of Samuel Mcninch 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 Ia Network, LLC

Robert Schaff
Charlotte, NC
Jody Beene Smith
Charlotte, NC
Samuel Mcninch
Mt Pleasant, SC
Charles Stockham
Pinehurst, NC

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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