Samantha Welsh
Investment adviser representative at LPL Financial LLC
9 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
9 years in the industry.
- LPL Financial LLCDec 2025 to now
- Central One Federal Credit UnionDec 2025 to now
- Eagle Strategies LLCMar 2025 to Nov 2025
- Nylife Securites LLCSep 2024 to Nov 2025
- New York Life Insurance CompanyJul 2024 to Nov 2025
- UnemplooyedMay 2024 to Jun 2024
- VcaMar 2021 to Apr 2024
- BluepearlMar 2020 to Feb 2021
- VcaFeb 2018 to Mar 2020
- Dana Farber Cancer InstituteSep 2016 to Feb 2018
- DogwoodJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7944740
- Firm CRD
- 6413