Cory Samsil
Advisor at On Investment Management CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at On Investment Management CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Paducah, KY 42003
Credentials
Series 63, Series 65
Industry experience
20 years
Cory Samsil is a financial advisor with On Investment Management Company based in Paducah, KY, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory role, he is a partner in an insurance sales business and president of a steel fabrication company. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to third-party investment platforms, with a mix of discretionary and non-discretionary asset management.
Based on On Investment Management CO
Based on On Investment Management CO
Up to $5,000/year for Specialized Financial Services (fixed fee basis)
0.30% - 1.50% annually (negotiable by IAR)
Up to $350/hr for Specialized Financial Services (hourly basis)
3140 Parisa Drive
Paducah, KY 42003
Florida · Georgia · Illinois · Indiana · Kentucky · Missouri
THE O.N. Equity Sales Company
2005 - Present (21 years)
Ohio National Financial Services
2004 - Present (22 years)
SELF EMPLOYED
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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