Sam

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Financial Advisor at Wells Fargo Advisors|Richmond, Virginia, United States

Position:

Financial Advisor at Wells Fargo Advisors

Location:

Richmond, Virginia, United States

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Last updated: 2026-08-22
Updated: 2026-08-22

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Work Experience 10 years

Financial Advisor at Wells Fargo Advisors

Jul 2025 - Current

Virtual Premier Advisor at Truist

Jun 2024 - Jun 2025

Private Banker, Vice President at Old Point National Bank, A Division of TowneBank

Jan 2022 - May 2024

Premier Banker at Wells Fargo

Feb 2016 - Jan 2022

Sam started working in 2016, then the employee has changed 3 companies and 3 jobs. On average, Sam works for one company for 2 years 7 months.

Their professional focus is Asset-Based Lending, Business Development, and Commercial Lending across 3 core areas.

Sam holds Series 7: General Securities Representative Exam, Series 65: Uniform Investment Adviser Law Examination, and Series 63: Uniform Securities Agent State Law Examination certifications.

Education

Bachelor's degree at Virginia Commonwealth University

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SAM
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