Samuel
Webb

Freedom Day Solutions, LLC

CRD#7206182
Investment Advisor
in Houston, TX

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About this Advisor

Samuel Webb is a financial advisor operating out of Houston, Texas who has 1 year of industry experience. Webb works at Freedom Day Solutions, LLC. Over the course of their career, they have held roles at The Cox Law Firm, Houston Baptist University, Gulf Plains Capital, Ryan LLC, Wolfe & Associates, Texas A&M University Central Texas, Hightower Advisors LLC, Frontier, California Baptist University, Bettencourt Tax Advisors, LLC and Trinity Law School. Webb holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Texas. Freedom Day Solutions, LLC is a financial advisory business that has its headquarters in Houston, TX. The investment advisory business has a total of eight people on staff. It has $366 million in total assets among its 1,179 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,179 accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Freedom Day Solutions, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely are based on which services the firm provides the client. Fees charged by Freedom Day Solutions, LLC can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

8401 Westview Drive
Houston, TX 77055

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Freedom Day Solutions, LLC Brokerage Details

Total Assets Under Management

$365,459,993

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

1,179

TX Average: 2,315
Average Account Size

$309,975

TX Average: $1,314,358

Investment Advisory Services

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

Samuel Webb Work History

Samuel has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Trinity Law School

2020 - Present (4 years)

California Baptist University

2019 - Present (5 years)

Houston Baptist University

2018 - Present (6 years)

Gulf Plains Capital

2021 - 2021 (< 1 year)

Bettencourt Tax Advisors, LLC

2020 - 2020 (< 1 year)

Hightower Advisors LLC

2019 - 2020 (1 year)

Frontier

2016 - 2020 (4 years)

The Cox Law Firm

2015 - 2020 (5 years)

Texas A&M University Central Texas

2011 - 2016 (5 years)

Ryan LLC

2009 - 2016 (7 years)

Wolfe & Associates

*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 Samuel Webb 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 Freedom Day Solutions, LLC

Blaine Wood
Chubbuck, ID
Samuel Webb
Houston, TX
Ryan Krueger
Houston, TX
Michael Catalano
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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