Calton & Associates
47yrs
Top advisor by experience in Tempe
New
Samantha Stackhouse is a fiduciary financial advisor in Tempe, Arizona, registered since Sep 2026. Samantha has been with LPL Financial since 2026. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office500 E Rio Salado Parkway Building 4 3 Floor, Tempe, AZ 85281
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowLPL Financial LLCCurrent firm
Questions to ask Samantha
Tailored to Samantha’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samantha
How do I contact Samantha?
Call LPL Financial at 704-733-3300 and ask for Samantha Stackhouse. Samantha works from the Tempe, AZ office.
How long has Samantha been a financial advisor?
Samantha is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Samantha hold?
Series 66. Tap any license on this page to see what it allows.
Is Samantha a fiduciary?
Samantha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samantha paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samantha for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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