Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Crozet, VA and has over 7 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Patina Wealth Llc Dba Patina Wealth Fka Piedmont Financial, LLC | Crozet, VA | May 2017 - Current | 6 |
Piedmont Financial LLC | Crozet, VA | Mar 2016 - May 2017 | 1 |
Tfs Capital LLC | Crozet, VA | Mar 2004 - Jun 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- TX
- VA
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$260,365
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
TX, VA
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