Sarah WelchCRD Number: 4632986
Current Firm: Suntrust Advisory Services, Inc.
Sarah Welch (CRD# 4632986) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Suntrust Advisory Services, Inc.||Atlanta, GA||Feb 2020 - Current||< 1|
|Suntrust Investment Services Inc.||Atlanta, GA||Oct 2018 - Current||2|
|Suntrust Bank||Atlanta, GA||Oct 2018 - Current||2|
|Self Employed- Blue Chip Green Cleaning||Atlanta, GA||Jun 2015 - Current||5|
|Suntrust Mortgage||Atlanta, GA||Jul 2017 - Oct 2018||1|
|Primary Capital Mortgage||Atlanta, GA||Dec 2016 - Jun 2017||< 1|
|Self Employed||Atlanta, GA||Nov 2014 - Jun 2015||< 1|
|Stratos Wealth Partners, Ltd||Atlanta, GA||Jan 2014 - Oct 2014||< 1|
|Lpl Financial, LLC||Atlanta, GA||Dec 2013 - Oct 2014||< 1|
|Unemployed||Atlanta, GA||Oct 2013 - Dec 2013||< 1|
|Sii Investments||The Villages, FL||Aug 2013 - Oct 2013||< 1|
|Unemployed||Apoka, FL||Dec 2012 - Jul 2013||< 1|
|Comprehensive You, LLC||Chamble, GA||Jan 2011 - Dec 2012||1|
|Penn Mutual Life Ins Co||Horsham, PA||Dec 2010 - Nov 2011||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Dec 2010 - Nov 2011||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management24,415MILLIONS
Total Number of Accounts52,588ACCOUNTS
Average Account Value$464,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.