Strategent Financial, LLC

Strategent Financial, LLC (CRD# 148173) is a financial advisory firm headquartered in Harrisonburg, VA. They manage $68,763,388 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $996,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Strategent Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dale S. Lam
CRD#: 3265572
590 Neff Avenue, Suite 4000, Harrisonburg, VA 22801
96
Wealthminder
score

Dale Lam (CRD# 3265572) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 8 years of experience in the finance industry. Dale Lam 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.

2
Abram J. Shearer
CRD#: 5204820
185 Neff Avenue, Suite 102, Harrisonburg, VA 22801
93
Wealthminder
score

Abram Shearer (CRD# 5204820) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 9 years of experience in the finance industry.

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