Samuel Smith
Investment adviser representative at Abound Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$428MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Abound FinancialJan 2025 to now
- Kerux LLCMay 2023 to now
- LPL FinancialMay 2023 to now
- Jessup UniversityAug 2021 to May 2023
- Chabot CollegeAug 2018 to Aug 2021
- Redlands East Valley High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abound Financial
Legal name: Kerux, LLC
$428MAssets managed
541Clients
3Advisers
3 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
- 7735677
- Firm CRD
- 327724