Sara Prada, financial advisor Albuquerque NM
90 score

Sara Prada

CRD Number: 6390041
Current Firm: United Capital Financial Advisers

Sara Prada (CRD# 6390041) is an Investment Advisor Representative working at United Capital Financial Advisers in Albuquerque, NM and has 1 year of experience in the finance industry. Sara Prada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA May 2015 - Current 1
Stancorp Investment Advisor Albuqurque, NM Oct 2009 - May 2015 5
Extended Travel Albuquerque, NM Apr 2009 - Oct 2009 < 1
Peace Corps Comayagua, Feb 2007 - Apr 2009 2
Unemployed Albuquerque, NM Nov 2006 - Feb 2007 < 1
Grant Thornton Dallas, TX Jan 2006 - Nov 2006 < 1

Sara Prada has no recent exams reported.
Contact Info for Sara E. Prada
Phone Number: 949-999-8500
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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