Sarah Beckett, financial advisor Lone Tree CO

Sarah Beckett

CRD Number: 4580458
Current Firm: Charles Schwab & Company, Inc.

Sarah Beckett (CRD# 4580458) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 20 years of experience in the finance industry. Sarah Beckett 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.

Similar Advisors
Roger Buswell, financial advisor Lone Tree CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Lone Tree CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Lone Tree CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Charles Schwab And Company, Inc. Lone Tree, CO Dec 2022 - Current 1
Charles Schwab Bank Ssb Honolulu, HI Dec 2022 - Current 1
Self Employed Marlton, NJ Jul 2012 - Current 11
Td Ameritrade Honolulu, HI Jun 2019 - Dec 2022 3
Unemployed Altus, OK Jun 2017 - Jun 2019 2
Charles Schwab & Company,inc Clayton, MO Nov 2012 - Jun 2017 4
Charles Schwab Bank Clayton, MO Nov 2012 - Jun 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Sarah T. Beckett
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • HI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

Ready to hire a financial advisor? Get competitive proposals from Sarah Beckett and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.