Sampson Parham Reavis
Investment adviser representative at Asset Allocation Strategies, LLC
17 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
Are you Sampson Parham Reavis? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
17 years in the industry.
- Arthur J GallagherJun 2024 to now
- Asset Allocation Strategies, LLCMay 2021 to now
- Glp Investment Services, LLCNov 2020 to now
- Snr Services, Llc/reavis Financial GroupApr 2019 to now
- ValuteachersMar 2019 to now
- Lions ServicesMay 2009 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
11 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
- 7316820
- Firm CRD
- 152339