Sam Shober

Financial Consultant Series 6 & 63 FINRA

sam@kmwealthmanagement.com

Mr. Shober will focus on providing sound financial consultation, determining key financial objectives based on each client’s needs, recommending strategies the client can implement to achieve their desired financial objectives, as well as researching the marketplace and providing clients with current information on new and existing products and services to benefit their portfolios.

Sam Shober joins Kelley & Mullis from Combined Worksite Solutions, a Chubb company, where he was Area Director and Certified Field Trainer. He also spent 5 years with New York Life Insurance Company/NYLIFE Securities as an agent/registered representative and Development Manager. He holds a Series 6 & 63 FINRA registration.

Sam received a degree in Music Performance from the University of Alabama at Birmingham and a degree in Business Administration from University of South Alabama.

 

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Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

Registered for securities in the following states:

AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX

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