Shenandoah Sampson has been Principal, Chief Investment Officer, and CCO of Invera Wealth Advisors since October 2022, is a control person of the firm and directly owns under 5% of it.
Invera Wealth Advisors LLC is a firm with $244M under management, 139 clients and 2 advisers in one office, as of its February 2026 filing.
Shenandoah Sampson’s longest registration was 4 years at Raymond James & Associates, Inc. (2018–2022). Before joining Invera Wealth Advisors in 2022, Shenandoah Sampson was registered through Raymond James & Associates, Inc.
- Invera Wealth Advisors LLCCurrent– present · 3 yearsBend, OR · Adviser representative · Firm CRD 323792
- Raymond James & Associates, Inc.– · 4 yearsBend, OR · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Shenandoah Sampson is registered as an investment adviser representative in 2 states. The first approvals date from December 2022; the most recent is Texas, in January 2023.
- OregonSince 21 December 2022
- TexasSince 11 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 August 2018 |
| Series 7 | General Securities Representative Examination | 18 April 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6900088
- Firm
- Invera Wealth Advisors · CRD 323792
- Role
- Principal, Chief Investment Officer, and CCO
- Office
- Bend, OR
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Shenandoah Sampson work?
Shenandoah Sampson has been Principal, Chief Investment Officer, and CCO of Invera Wealth Advisors LLC since October 2022, and is a control person of the firm.
Is Shenandoah Sampson a financial advisor?
Yes. Shenandoah Sampson has a current investment-adviser registration in Oregon and Texas, through Invera Wealth Advisors since December 2022.
How many years of experience does Shenandoah Sampson have?
Shenandoah Sampson has 8 years in the financial industry, since April 2018, across 2 adviser firms.
What exams has Shenandoah Sampson passed?
Shenandoah Sampson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2018. FINRA credited Shenandoah Sampson with the SIE, which began in October 2018.
Where is Shenandoah Sampson based?
Shenandoah Sampson’s registered office is in Bend, OR.
Is Shenandoah Sampson registered with FINRA?
No. Shenandoah Sampson has no current broker registration.
How can I verify Shenandoah Sampson’s record?
Search CRD 6900088 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shenandoah Sampson’s full registration record.