LPL Financial
47yrs
Top advisor by experience in San Diego
1yr
Samuel Ramirez
Financial advisor at Hightower Advisors
Samuel Ramirez has worked in the financial industry for 1 year and is a fiduciary financial advisor based in San Diego, California. Samuel joined Hightower Advisors in 2025, a firm offering financial planning, investment management, and private fund management. Hightower Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1401 Camino Del Mar Suite 203, San Diego, CA 92014
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowHightower Advisors, LLCCurrent firm
Contact Samuel
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Samuel. 1401 Camino Del Mar Suite 203San Diego, CA 92014Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Samuel
Tailored to Samuel’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Hightower Advisors at (312) 962-3800 and ask for Samuel Ramirez. Samuel works from the San Diego, CA office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Samuel hold?
Series 65. 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?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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