Sarah Green, financial advisor Albany CA

Sarah Green

CRD Number: 5487899
Current Firm: Farm Girl Capital LLC

Sarah Green (CRD# 5487899) is an Investment Advisor Representative working at Farm Girl Capital LLC in Albany, CA and has over 19 years of experience in the finance industry. Sarah Green 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
Farm Girl Capital, LLC Albany, CA May 2021 - Current 2
North Berkeley Investment Partners Berkeley, CA Jun 2019 - Nov 2021 2
Transformative Wealth Management LLC El Cerrito, CA Apr 2016 - Jun 2019 3
Protected Investors Of America San Francisco, CA Aug 2009 - Jun 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Sarah Green
Phone Number: (510) 529-4295
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $156,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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