Sarah Lytner, financial advisor Burleson TX
93 score

Sarah Lytner

CRD Number: 5619518
Current Firm: Edward Jones

Sarah Lytner (CRD# 5619518) is an Investment Advisor Representative working at Edward Jones in Burleson, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2008 - Current 8
City Of Rowlett, Texas Rowlett, TX Jun 2008 - Sep 2008 < 1
City Of Farmers Branch, Texas - Manske Library Farmers Branch, TX Feb 2007 - Jun 2008 1
City Of Burleson, Texas - Library Burleson, TX Feb 2004 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Sarah E. Lytner
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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