Samuel Beach

from Sargent Investment Group
SEC regulated
Regulated Investment Advisor
Samuel Beach is a financial advisor based in Maryland, Bethesda, with 41 years of experience. Samuel currently works for Sargent Investment Group. Samuel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Samuel Beach works at Sargent Investment Group
Sargent Investment Group is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $685,948,000 of assets under management and employs about 13 people. Sargent Investment Group uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
22 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4920 Elm Street, Suite 305, Bethesda, Maryland, 20814

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor