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).
Total Assets Under Management69MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$996,571
- A percentage of assets under your management
- Hourly charges
- 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
Dale Lam (CRD# 3265572) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 9 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.
Abram Shearer (CRD# 5204820) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 10 years of experience in the finance industry.