Samuel E. Forkkio

ARCHER INVESTMENT

Silver Spring, MD

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CRD#: 6578013

Professional summary

Samuel E Forkkio, who also goes by Samuel Forkkio, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Silver Spring, Maryland.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel Forkkio

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.

FDIC~'NIR'~3501 N. Fairfax Dr~Arlington~VA~22226~Other~Other~8/1/1988~100hrs~100hrs~Manage accounting operations and general ledger|Forkkio and Company~'NIR'~8639 -B 16th Street, Suite 342~Silver Spring~MD~20910~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1983~60hrs~20hrs~Provide accounting, bookkeeping payroll and tax preparation services|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel E Forkkio's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 9, 2019 - Present

ARCHER INVESTMENT CORPORATION

RIA

CRD#: 136403

Silver Spring, MD

Past

December 19, 2015 - February 26, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Silver Spring, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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

Maryland
(8/9/2019)

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: 8/9/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/19/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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Contact information

Main Address

11711 N. College Ave Suite 200, Carmel, IN 46032

Mailing Address

Phone number

(317) 581-5664

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts	5,640
AUM (Assets Under Management)	$ 900,511,000

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 E. Forkkio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel E Forkkio's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCHER INVESTMENT CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARCHER INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2019

SIE

Date: 2/26/2018

Series 6

Date: 12/19/2015

Current Firm

ARCHER INVESTMENT CORPORATION

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER INVESTMENT CORPORATION

TRUST BUT VERIFY

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