Samuel Clyburn Jr.
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Samuel Clyburn Jr. is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2020. Outside of his advisory role, he serves on the board of Wytheville Lifelong Fitness and is involved with the Virginia Lions Investment Committee. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary advice and manages a broad range of advisory, brokerage, and insurance solutions.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
335 E Monroe St
Wytheville, VA 24382
Most active in
Samuel C has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Ameriprise
2020 - Present (6 years)
Edward Jones
2009 - 2020 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ethan C
Series 66
Wytheville, VA
Cary Street Partners
Aaron S
Series 66
Wytheville, VA
Cary Street Partners
Russell J
Series 66
Wytheville, VA
Cary Street Partners
Curtis M
Series 66
Wytheville, VA
Edward Jones
Vincent H
Series 66
Wytheville, VA
Ameriprise
Thomas E
ChFC®, Series 63, Series 65
Wytheville, VA
Planmember Securities Corporation
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