Shenandoah Sampson

INVERA WEALTH ADVISORS LLC

Bend, OR

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CRD#: 6900088

Professional summary

Shenandoah Sampson, CFP®, CIMA® is a registered financial advisor currently at INVERA WEALTH ADVISORS LLC located in Bend, Oregon.

Shenandoah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Shenandoah has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Shenandoah Sampson (sole proprietorship); investment-related: No; 2325 NW Lolo Drive, Bend, OR, 97703; Rental property in Costa Rica; Owner; start date of your relationship; April 6, 2024; the approximate number of hours/month you devote to the other business: Two (the property does not currently have renters); the number of hours you devote to the other business during securities trading hours: None; and briefly describe your duties relating to the other business: Communicate with the property manager regarding property/guest needs as necessary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shenandoah Sampson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

CIMA^®

Certified Investment Management Analyst

Experience

Current

December 21, 2022 - Present

INVERA WEALTH ADVISORS LLC

RIA

CRD#: 323792

Bend, OR

Past

August 24, 2018 - December 31, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Bend, OR

Past

April 18, 2018 - December 31, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Bend, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVERA WEALTH ADVISORS LLC

CRD#: 323792 / SEC#: 801-126833

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(12/21/2022)

IAR

Texas
(1/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2018

General Securities Representative Examination

Current Firm

INVERA WEALTH ADVISORS LLC

CRD#: 323792 / SEC#: 801-126833

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

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Contact information

Main Address

Bend, OR

Mailing Address

70 Sw Century Drive Suite 100, Pmb 5056, Bend, OR 97702

Phone number

(541) 647-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVERA WEALTH ADVISORS ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	580
AUM (Assets Under Management)	$ 236,057,116

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Shenandoah Sampson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shenandoah Sampson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVERA WEALTH ADVISORS LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

INVERA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2018

Current Firm

INVERA WEALTH ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVERA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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