Sam K.

Sam K. Email and Phone Number

Senior Vice President, Financial Advisor WEG - Pinnacle Team @ Wealth Enhancement
Burlington, MA, US
Sam K.'s Location
Burlington, Massachusetts, United States, United States
Sam K.'s Contact Details

Sam K. personal email

n/a
About Sam K.

Sam K. is a Senior Vice President, Financial Advisor WEG - Pinnacle Team at Wealth Enhancement.

Sam K.'s Current Company Details
Wealth Enhancement

Wealth Enhancement

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Senior Vice President, Financial Advisor WEG - Pinnacle Team
Burlington, MA, US
Sam K. Work Experience Details
  • Wealth Enhancement
    Senior Vice President, Financial Advisor Weg - Pinnacle Team
    Wealth Enhancement
    Burlington, Ma, Us
    View
  • Wealth Enhancement Group
    Senior Vice President, Financial Advisor Weg - Pinnacle Team
    Wealth Enhancement Group Sep 2022 - Present
    Burlington, Massachusetts, United States
    *Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Advisory Services, LLC and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​*For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com
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  • Pinnacle Private Wealth
    Fiduciary, Senior Vice President
    Pinnacle Private Wealth Jan 2018 - Oct 2022
    Woburn, Ma
    Accredited Investment Fiduciary Analyst® and team leader providing Institutional-level counsel in areas of Investment Committee Protocol, Investment Policy, Investment Management, Planning, and Compliance for Retirement Plans, Trusts, Charitable Annuity Trusts, and Foundations. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Pinnacle Private Wealth, LLC. Pinnacle Private Wealth, LLC. is not affiliated with Triad Advisors, LLC.
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  • Risk Paradigm Group
    Partner, Director, Wealth Management Division At Risk Paradigm Group, Llc
    Risk Paradigm Group Feb 2012 - May 2018
    Boston, Austin, Chicago, Detroit
    RPg Family Wealth AdvisoryPlan Well. Invest Well. Live Well.RPg Family Wealth Advisory is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) that provides fiduciary intergenerational wealth planning, investment policy design and implementation services and specializes in actively quantifying and managing risk for private and institutional clients. https://rpgfamilywealthadvisory.com/our-team/#1469801008052-7acd3958-6391
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  • Ubs Wealth Management
    Vice President Investments - Senior Managed Account Consultant
    Ubs Wealth Management Jul 2005 - Feb 2012
    Two primary areas of expertise in the Financial Services industry:*Investment Management as critical component of family and business financial planning*Fiduciary compliance and management of qualified plans, endowments, and foundations
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  • Smith Barney
    Vice President - Investments - Managed Account Specialist
    Smith Barney Jul 1996 - Aug 2005
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  • Boston College
    Associate Director Of Athletics
    Boston College 1990 - 1996
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  • Temple University
    Associate Director Of Athletics
    Temple University Apr 1986 - Dec 1990
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  • Tulane University
    Assistant Director Of Intercollegiate Athletics
    Tulane University Jan 1983 - Mar 1986
    View
  • University Of South Alabama
    Assistant Athletic Director For Advancement & Promotions
    University Of South Alabama May 1981 - Dec 1982
    View
  • University Of Pittsburgh
    Assistant Director, Pitt Golden Panthers
    University Of Pittsburgh Sep 1980 - Apr 1981
    View

Frequently Asked Questions about Sam K.

What company does Sam K. work for?

Sam K. works for Wealth Enhancement

What is Sam K.'s role at the current company?

Sam K.'s current role is Senior Vice President, Financial Advisor WEG - Pinnacle Team.

What is Sam K.'s email address?

Sam K.'s email address is sk****@****lth.com

What is Sam K.'s direct phone number?

Sam K.'s direct phone number is (866) 726*****

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