Sara Blatt Collins (CRD# 2921061) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 26 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Netlaw Inc. | Louisville, KY | Jan 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Pasadena, CA | Jan 2012 - Current | 12 |
| Rotary International | Studio City, CA | Jan 2010 - Current | 14 |
| Wfg | Pasadena, CA | Jun 2001 - Current | 22 |
| Encino Financial Partners | Encino, CA | Jan 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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