Morgan Stanley
46yrs
Top advisor by experience in Florence
4yrs
Samuel Wallace
Financial advisor at Ameriprise Financial Services
Samuel Wallace has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Florence, Alabama. Samuel has been with Ameriprise Financial Services since 2023. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 77 advisors with offices in Florence, and one of 67 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office1112 Bradshaw Dr, Florence, AL 35630
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Samuel
How do I contact Samuel?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Samuel Wallace. Samuel works from the Florence, AL office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Samuel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samuel 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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