Samantha Davila Flores
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJul 2021 to now
- Caliente Harley Davidson MotorcyclesJun 2017 to now
- Christopher HallSep 2019 to Jul 2021
- Pontem LLCJun 2018 to Jul 2021
- Betty VargasFeb 2018 to Jul 2021
- Waddell & Reed IncFeb 2018 to Jul 2021
- Lgc StaffingApr 2016 to Mar 2017
- Various Insurance Carriers for W & R Insurance AgenciesNov 2015 to Jul 2021
- Investment Professionals IncNov 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5416094
- Firm CRD
- 6413