Sara Hays (CRD# 7407688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atascadero, CA and has over 2 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 6095912
San Luis Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Atascadero, CA | Dec 2022 - Current | 1 |
| State Farm Investment Management Corp | Atascadero, CA | Dec 2022 - Current | 1 |
| Sara Hays Insurance Agency | Atascadero, CA | Dec 2022 - Current | 1 |
| State Farm Investment Management Corp | San Luis Obispo, CA | Aug 2022 - Dec 2022 | < 1 |
| State Farm Investment Management Corp | San Luis Obispo, CA | Jul 2022 - Dec 2022 | < 1 |
| State Farm Vp Management Corp | San Luis Obispo, CA | Jul 2022 - Dec 2022 | < 1 |
| State Farm Insurance | San Luis Obispo, CA | Jul 2022 - Dec 2022 | < 1 |
| State Farm Vp Management Corp. | Atascadero, CA | Aug 2021 - Jul 2022 | < 1 |
| Chuck Braun Insurance Agency | Atascadero, CA | Jul 2017 - Jul 2022 | 5 |
| D'jango Hill Farm | Carmel Valley, CA | Jan 2016 - May 2017 | 1 |
| Templeton Farms Equestrian | Templeton, CA | Jun 2015 - Jan 2016 | < 1 |
| Cal Poly Equestrian Center | San Luis Obispo, CA | Jan 2013 - Jun 2015 | 2 |
| California Polytechnic State University | San Luis Obispo, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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