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Shenandoah Sampson

INVERA WEALTH ADVISORS LLC·BEND, Oregon
Clean recordINVERA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shenandoah Sampson is a registered financial advisor based in BEND, Oregon, affiliated with INVERA WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVERA WEALTH ADVISORS LLC
INVERA WEALTH ADVISORS LLC
AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INVERA WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6900088
Firm CRD# 323792
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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Research
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