Sara HogueCRD Number: 6406068
Current Firm: Fidelity Personal And Workplace Advisors
Sara Hogue (CRD# 6406068) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Oct 2014 - Current||7|
|Consumer Directed Services||Dallas, TX||May 2010 - Sep 2014||4|
|University Of Texas At Arlington||Arlington, TX||Jan 2011 - Dec 2013||2|
|Dad And Daughter's Devine Dining||Duncanville, TX||Aug 2013 - Nov 2013||< 1|
|Sherlock's Baker St Pub And Grill||Arlington, TX||Jun 2012 - Aug 2013||1|
|High Expectations Hospitality||Dallas, TX||Sep 2009 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2014|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, 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.