Kayla
Samuel
Allworth Financial, L.P
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About this Advisor
Kayla Samuel is a financial advisor based in Addison, Texas, working with Allworth Financial, L.P. Kayla has previously held positions at Td Ameritrade, Midwestern State University- Vinson Health Center, Target Inc, Nathan'S Famous, Nh International Caribbean LTD, Goldman Sachs, Allworth Financial, Midwestern State University, Aw Securities, East Texas A&M University, and Dominica State College. Kayla has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Kayla is part of Allworth Financial, L.P, which operates out of Addison, Texas. The firm has 35 offices and 466 employees. The firm manages assets totaling $25.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$25,097,132,975
466
64,930
$386,526
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kayla Samuel Work History
Allworth Financial
Aw Securities
East Texas A&M University
Goldman Sachs
Td Ameritrade
Midwestern State University- Vinson Health Center
Target Inc
Nathan'S Famous
Midwestern State University
Nh International Caribbean LTD
Dominica State College
Disclosures
Please visit the SEC profile of Kayla Samuel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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