Samuel Hardage Webb
Advisor at Addicus Advisory, LLC — Tupelo, MS
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.
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.
Credentials
Series 65
Experience Industry experience
1 year
Location
Tupelo, MS 38804
Addicus Advisory, LLC
Supported
Total advisors
4Clients per advisor
23 LowAvg AUM per client
$1,268,035 HighHNW client ratio
100% Very HighSamuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.
Based on Addicus Advisory, LLC
Based on Addicus Advisory, LLC
Financial planning and consulting services fees range from $2,500 to $75,000, negotiable.
$0 - $3,000,000: 1.45% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.75%
Insurance commissions earned by affiliated insurance agents for selling insurance products, separate from advisory fees.
Performance-based fees charged only by affiliated private funds, generally up to 20% of profits exceeding a watermark.
Tupelo, MS
333 W. Franklin Street
Tupelo MS 38804
Advisors at this office
4
Mississippi
1 year of industry experience
Addicus Advisors
2023 - Present • 3 years
Oxford, MS
Unemployed
2022 - 2023 • 1 year
Oxford, MS
Fiserv
2018 - 2022 • 4 years
Oxford, MS
Unemployed
2017 - 2018 • 1 year
Oxford, MS
Mississippi College
2016 - 2017 • 1 year
Clinton, MS
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.
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.
Is not active or affiliated with:
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.
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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