Karee
Sampson
U.S. Capital Wealth Advisors, LLC
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About this Advisor
Karee Sampson is a financial advisor operating out of Austin, Texas with a total of 2 years of industry experience. Sampson is an advisor for U.S. Capital Wealth Advisors, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Usca Securities LLC, Usca Ria LLC and U.S. Capital Wealth Advisors, LLC. Sampson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. U.S. Capital Wealth Advisors, LLC is an advisory firm operating out of Houston, TX. It has offices in six locations and a total of 122 employees. It administers $7 billion in assets under management between its 12,119 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 17 charities and foundations. Of its 12,119 accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a diverse assortment 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 and educational seminars. Fees charged by financial advisors typically are based on the financial services provided. However, fees charged by U.S. Capital Wealth Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Capital Wealth Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,495,736,809
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
122
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
12,119
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$535,996
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
Karee Sampson Work History
Karee has been registered as a financial advisor for 2 years.*
U.S. Capital Wealth Advisors, LLC
Usca Securities LLC
Usca Ria LLC
Wells Fargo Advisors LLC
*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 Karee Sampson 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 U.S. Capital Wealth Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Houston, TX
Austin, TX
Austin, TX
Houston, TX
Austin, TX
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