Sarah Martin (CRD# 6677671) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2022 - Current | 2 |
Hot Asana Yoga Studio | Colorado Springs, CO | Sep 2015 - Current | 8 |
Scheels | Colorado Springs, CO | Feb 2021 - Mar 2022 | 1 |
Starbucks | Colorado Springs, CO | Feb 2020 - Feb 2021 | 1 |
Wounded Warrior Project | Colorado Springs, CO | Jul 2017 - Feb 2020 | 2 |
Pikes Peak Community College | Colorado Springs, CO | Aug 2014 - May 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CO
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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