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Credentials
Series 63, Series 66
Experience Industry experience
7 years
Location
Muscadine, AL
Raymond James & Associates
Institution
Samantha Butler is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and State Farm Insurance. Outside of finance, she is the author of a poetry book available on Amazon. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with a focus on tailored, non-discretionary advice supported by firm research and a diverse range of portfolio management styles.
Based on Raymond James & Associates
Based on Raymond James & Associates
Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.
Commissions earned by financial advisors as registered representatives for brokerage transactions.
Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.
Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.
Muscadine, AL
Muscadine AL
Advisors at this office
1
Alabama · Florida
7 years of industry experience
Raymond James Financial Services
2023 - Present • 3 years
Hayden, AL
Raymond James & Associates
2023 - Present • 3 years
Hayden, AL
Merrill Lynch, Pierce, Fenner & Smith Inc.
2018 - 2023 • 5 years
Jacksonville, FL
State Farm Insurance
2017 - 2018 • 1 year
Jacksonville, FL
Starbucks Corporation
2012 - 2018 • 6 years
Jacksonville, FL
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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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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