Shenandoah Sampson
Investment adviser representative at Invera Wealth Advisors LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$243.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Invera Wealth Advisors LLCNov 2022 to now
- Raymond James & Associates, Inc.Jan 2018 to Dec 2022
- U.S. Department of StateFeb 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Invera Wealth Advisors LLC
$243.8MAssets managed
139Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900088
- Firm CRD
- 323792