Samuel Barney

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 02/2024
  Regions Financial Corporation
  Provo, UT
• 05/2018 → 12/2018
  Larry H Miller Dealerships
  Provo, UT
• 09/2017 → 04/2018
  Brigham Young University
  Provo, UT
• 02/2024 → Present
  Renaissance Financial
  Sandy, UT
• 04/2017 → 09/2017
  Hokulia Shave Ice
  West Jordan, UT
• 02/2015 → 02/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  Kobe
• 02/2017 → 04/2017
  Unemployed
  Bluffdale, UT
• 09/2014 → 02/2021
  Brigham Young University
  Provo, UT
• 04/2021 → 08/2023
  Utah Valley University
  Orem, UT
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumberg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: February 2024 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20

Other Names

• Sam Barney