Sara Bohn, financial advisor Christiansburg VA
71 score

Sara Bohn

CRD Number: 4615266
Current Firm: First Citizens Investor Services, Inc.

Sara Bohn (CRD# 4615266) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Christiansburg, VA and has over 13 years of experience in the finance industry. Sara Bohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Oct 2014 - Current 2
Verity Investments, Inc. Durham, NC Aug 2014 - Oct 2014 < 1
Verity Asset Management Durham, NC Aug 2014 - Oct 2014 < 1
Unemployed Blacksburg, VA Apr 2014 - Aug 2014 < 1
Vsr Financial Services, Inc. Overland Park, KS Apr 2011 - Apr 2014 3
Vsr Advisory Services, Inc. Overland Park, KS Apr 2011 - Apr 2014 3
Joel S Williams $ Associates ,llc Blacksburg, VA Mar 2011 - Apr 2014 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2002 - Feb 2011 8
Northwestern Mutual Investment Services, LLC Roanoke, VA Dec 2002 - Feb 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Jun 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sara R. Bohn
Phone Number: 919-716-7492
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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