Shenandoah Sampson (CRD# 6900088) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 5 years of experience in the finance industry. Shenandoah Sampson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Invera Wealth Advisors LLC | Bend, OR | Nov 2022 - Current | 1 |
Raymond James & Associates, Inc. | Walnut Creek, CA | Jan 2018 - Dec 2022 | 4 |
U.s. Department Of State | Washington, DC | Feb 2013 - Dec 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OR
- TX
-
Total Assets Under Management212MILLIONS
-
Total Number of Accounts554ACCOUNTS
-
Average Account Value$382,615
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, LA, OR, TX
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