LPL Financial
46yrs
Top advisor by experience in Harrisburg
New
Samuel Gregory Epps
Financial advisor at Conrad Siegel Investment Advisors
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office501 Corporate Circle, Harrisburg, PA 17110
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Conrad Siegel Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther 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.
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowConrad Siegel Investment AdvisorsCurrent firm
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Conrad Siegel Investment Advisors at (717) 652-5633 and ask for Samuel Gregory Epps. Samuel works from the Harrisburg, PA office.
How long has Samuel been a financial advisor?
Samuel is new to the profession, registered since Dec 2025, and holds 1 license.
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?
Conrad Siegel Investment Advisors 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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