Sarah Wilson (CRD# 7219675) is an Investment Advisor Representative working at Culbreth Wealth Management in Dacula, GA and has over 2 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3147258
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Culbreth Wealth Management | Dacula, GA | Jan 2023 - Current | 1 |
| Broad City Events | Athens, GA | May 2021 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Jan 2022 - Apr 2023 | 1 |
| Equitable Advisors, LLC | New York, NY | Jul 2021 - Apr 2023 | 1 |
| Paul Culbreth/your Wealth Partners | Dacula, GA | Jan 2020 - Feb 2023 | 3 |
| Classic City Chef | Athens, GA | Sep 2017 - Nov 2021 | 4 |
| Perisseia Primary Care And Wellness | Lawrenceville, GA | Feb 2018 - Jul 2019 | 1 |
| Cheddar's Scratch Kitchen | Athens, GA | May 2015 - Jul 2018 | 3 |
| Lifebrite Laboratory | Lawrenceville, GA | Jan 2018 - Feb 2018 | < 1 |
| University Of Georgia | Athens, GA | Aug 2013 - Aug 2017 | 4 |
| Uga Food Services | Athens, GA | Aug 2013 - Aug 2015 | 2 |
| Baxter Street Bookstore | Athens, GA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- FL
- GA
- NC
- SC
- TN
- TX
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$179,616
- 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
- Pension consulting services
FL, GA, NC, SC, TN, TX
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