Samuel
Simpson
Capital Square, LLC
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About this Advisor
Samuel Simpson is a financial advisor based in Waco, Texas, working with Capital Square, LLC. Samuel has previously held positions at Morgan Stanley Smith Barney LLC, Bellwether Investment Group, LLC D/B/A Wellspring Advisors, LLC, and Capital Square, LLC. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Louisiana, and Texas. Currently, Samuel is part of Capital Square, LLC, which operates out of Waco, Texas. The firm has 5 offices and 9 employees. The firm manages assets totaling $301.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Capital Square, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Square, LLC Brokerage Details
$301,855,262
9
597
$505,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Samuel Simpson Work History
Capital Square, LLC
Bellwether Investment Group, LLC D/B/A Wellspring Advisors, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Samuel Simpson 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 Capital Square, LLC
Athens, TN
Athens, TN
Chattanooga, TN
Gainesville, GA
Little Rock, AR
Waco, TX
Waco, TX
Fairhope, AL
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