Patrice Sampson-Bouchard, financial advisor Rochester NY
93 score

Patrice Sampson-Bouchard

CRD Number: 5318201
Current Firm: Advice And Planning Services

Patrice Sampson-Bouchard (CRD# 5318201) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Rochester, NY Mar 2012 - Current 4
Tiaa Rochester, NY Mar 2012 - Current 4
Lpl Financial Charlotte, NC Jun 2010 - Mar 2012 1
First Niagara Fairport, NY Jul 2009 - Mar 2012 2
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2009 - Jun 2010 < 1
Northwestern Mutual Investment Services, LLC Fairport, NY Oct 2008 - Jul 2009 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2008 - Jul 2009 < 1
Thrivent Financial For Lutherans Appleton, WI Apr 2007 - Sep 2008 1
Thrivent Investment Management Inc. Manchester, CT Apr 2007 - Sep 2008 1
Susan B Anthony House Inc. Rochester, NY Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Patrice L. Sampson-Bouchard
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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