Patrice Sampson-BouchardCRD 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 10 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Rochester, NY||Mar 2012 - Current||6|
|Tiaa||Rochester, NY||Mar 2012 - Current||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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