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Credentials
Series 66
Experience Industry experience
17 years
Location
Selmer, TN 38375
Edward Jones
Institution
Sam Vise is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Selmer, TN
830 Mulberry Avenue
Selmer TN 38375
Advisors at this office
1
Tennessee · Texas
17 years of industry experience
Edward Jones
2008 - Present • 18 years
St Louis, MO
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.
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.
Is not active or affiliated with:
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.
Series 63, Series 66
Guys, TN
VOYA Financial Advisors, Inc.
Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary relationships.
Series 63, Series 66
Selmer, TN
LPL Financial
Margaret Collins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Edward Jones for two years before joining LPL Financial in 2009. Outside of her advisory role, she provides bookkeeping and tax preparation services primarily for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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