Laura Sirhal (CRD# 7239416) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Centerville, MA and has 1 year of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Washington Financial Group, Inc. | Osterville, MA | Feb 2020 - Current | 4 |
Fifth Down Cap, LLC | Newton, MA | Oct 2021 - Aug 2023 | 1 |
Cape Cod Five Cents Saving Bank | Hyannis, MA | Sep 2019 - Sep 2021 | 2 |
Kittansett Club | Marion, MA | Jun 2019 - Sep 2021 | 2 |
Hyannisport Club | Hyannis Port, MA | Jun 2019 - Nov 2019 | < 1 |
The University Of Albama | Tuscaloosa, AL | Jun 2015 - Jun 2019 | 4 |
Cape Cod Five Cents Savings Bank | Orleans, MA | Jun 2018 - Jan 2019 | < 1 |
Loft - Ann, Inc. | Hyannis, MA | Dec 2017 - Dec 2018 | 1 |
Oyster Harbors Club | Osterville, MA | Jun 2017 - Dec 2018 | 1 |
Starbucks Corp. | Hyannis, MA | Jun 2015 - Jun 2017 | 2 |
Hyannisport Club | Hyannisport Club, MA | Dec 2010 - Jan 2017 | 6 |
Sturgis Charter Public School | Hyannis, MA | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MA
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts663ACCOUNTS
-
Average Account Value$120,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MA
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