Sarah ParisCRD Number: 5461219
Current Firm: Dixon Hughes Goodman Wealth Advisors LLC
Sarah Paris (CRD# 5461219) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Dixon Hughes Wealth Advisors LLC||Asheville, NC||Jun 2008 - Current||9|
|Wealth Advisor Group LLC||Asheville, NC||Nov 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management1,497MILLIONS
Total Number of Accounts4,408ACCOUNTS
Average Account Value$339,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, IN, LA, MD, MS, NC, PA, SC, TN, TX, VA, VT, WV