Sam Mark Ling
Investment adviser representative at Skybound Wealth USA
6 yearsExperience
1 stateRegistered in
$166.5MFirm assets
5 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
- Pension consulting
Experience
6 years in the industry.
- Skybound Wealth USAFeb 2026 to now
- Skybound Wealth Management USA, LLCJun 2021 to now
- Skybound Wealth Management, LLCAug 2018 to now
- Beacon Global Advisor Network, LLCJan 2021 to Apr 2021
- Mmpi Financial Services, LtdNov 2016 to Aug 2018
- Allsop IrelandSep 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Skybound Wealth USA
Legal name: Skybound Wealth Management USA, LLC
$166.5MAssets managed
339Clients
12Advisers
5 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
- 7331813
- Firm CRD
- 313358