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Shenandoah Sampson

INVERA WEALTH ADVISORS LLC·BEND, Oregon
SIE, Series 7, Series 66CFPClean record7 years registeredINVERA WEALTH ADVISORS LLC
2325 NW LOLO DRIVE, BEND, OR 97703CRD# 6900088Firm CRD# 323792

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shenandoah Sampson · BEND, OR
Registration
CRD #6900088 · INVERA WEALTH ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

INVERA WEALTH ADVISORS LLC
Dec 2022 – present
RAYMOND JAMES & ASSOCIATES, INC.
Aug 2018 – Dec 2022
Bend, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 24, 2018
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVERA WEALTH ADVISORS LLC
CRD 323792 · SEC 801-126833
AUM
$239M
Regulatory assets under management
Employees
4
575 client accounts
Services offered by INVERA WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVERA WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Shenandoah Sampson offer?
Shenandoah Sampson specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.
What are Shenandoah Sampson's credentials?
Shenandoah Sampson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Shenandoah Sampson located?
Shenandoah Sampson is based in BEND, Oregon, working with INVERA WEALTH ADVISORS LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Shenandoah Sampson charge for services?
Shenandoah Sampson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVERA WEALTH ADVISORS LLC?
INVERA WEALTH ADVISORS LLC has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVERA WEALTH ADVISORS LLC

Mary Shepard Brooks
BEND, OR
Jessica Faye Higgins
BEND, OR
CFP

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Research
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