Eric Allen Sams
Investment adviser representative at Axxcess Wealth Management, LLC
9 yearsExperience
3 statesRegistered in
$8.9BFirm assets
14 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Axxcess Wealth Management, LLCMay 2020 to now
- Xton Financial, LLC (formerly Tessera Capital Services, LLC)Jul 2020 to Apr 2024
- Allied Millennial Partners LLCMar 2020 to May 2020
- Millennial Advisers LLCMar 2020 to May 2020
- Wbb Securities LLCJan 2017 to May 2020
- Keystone Capital CorporationMar 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, TN, TX).
Axxcess Wealth Management, LLC
$8.9BAssets managed
10,357Clients
28Advisers
14 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
- 5722993
- Firm CRD
- 164081