Sabrina McGurr, financial advisor Bellevue WA

Sabrina McGurr

CRD Number: 5724022
Current Firm: Trutina Financial

Sabrina McGurr (CRD# 5724022) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 11 years of experience in the finance industry.

Similar Advisors
Jeffrey Janeway, financial advisor Bellevue WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Bellevue WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Bellevue WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Capfinancial Partners Llc (captrust) Raleigh, NC Nov 2023 - Current < 1
Capfinancial Securities LLC Raleigh, NC Nov 2023 - Current < 1
Private Client Services Louisville, KY Oct 2014 - Nov 2023 9
Trutina Financial, LLC Bellevue, WA Aug 2014 - Nov 2023 9
Cetera Advisors Denver, CO Jan 2013 - Aug 2014 1
Asset Management Strategies, Inc. Bellevue, WA Jul 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Sabrina K. McGurr
Phone Number: 425-401-1211
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    942
    MILLIONS
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $841,404
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

AZ, CA, IA, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.