Samuel N. Asare

LASER WEALTH MANAGEMENT, LC

Kensington, MD 20895

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CRD#: 4235655

Professional summary

Samuel Ntow Asare, ChFC®, CLU®, who also goes by Samuel Nton Asare, is a registered financial advisor currently at LASER WEALTH MANAGEMENT, LC located in Kensington, Maryland.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Samuel has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel Nton Asare

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LASER WEALTH MANAGEMENT, LC, INVESTMENT RELATED; KENSINGTON, MD; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT/ MANAGING PRINCIPAL/SENIOR STRATEGIST; FEBRUARY 2024; APPROXIMATELY 1 HOUR (20% OF TIME) DEVOTED TO THIS BUSINESS. ENROLLED AGENT/BOOKKEEPER; TAX PLANNING & FILING SERVICES, APPROXIMATELY 15% OF TIME DEVOTED TO THIS ACTIVITY SINCE FEBRUARY 2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Ntow Asare's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

May 13, 2015 - Present

LASER WEALTH MANAGEMENT, LC

Office #1: 10410 Kensington Parkway Suite 308, Kensington, MD 20895

RIA

CRD#: 188516

Kensington, MD

Past

October 5, 2012 - May 13, 2015

LIFETYME FINANCIAL ADVISORS, LLC

RIA

CRD#: 159809

KENSINGTON, MD

Past

December 23, 2009 - July 7, 2010

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

SILVER SPRING, MD

Past

April 12, 2002 - December 31, 2007

WORLD GROUP SECURITIES, INC.

CRD#: 114473

KENSINGTON, MD

Past

August 22, 2000 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(5/15/2015)

IAR

Maryland
(5/13/2015)

IAR

Virginia
(5/14/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/21/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/12/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LASER WEALTH MANAGEMENT, LC

CRD#: 188516 / SEC#:

District of Columbia

Registered Investment Advisory firm - (5/12/2015 Approved)

Maryland

Registered Investment Advisory firm - (5/12/2015 Approved)

Texas

Registered Investment Advisory firm - (11/11/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/14/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10410 Kensington Parkway Suite 308, Kensington, MD 20895

Mailing Address

Phone number

(301) 949-4449

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel N. Asare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Ntow Asare's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASER WEALTH MANAGEMENT, LC

LIFETYME FINANCIAL ADVISORS, LLC

INTEGRITY ALLIANCE, LLC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2012

Series 63

Date: 8/24/2000

Series 6

Date: 8/21/2000

Series 26

Date: 6/12/2001

Current Firm

LASER WEALTH MANAGEMENT, LC

Contact information

Documents

Red Flags

Company Information

LASER WEALTH MANAGEMENT, LC

TRUST BUT VERIFY

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