Sarah Fullerton (CRD# 6452906) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 9 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pensionmark Financial Group | Santa Barbara, CA | Jan 2022 - Current | 2 |
Pensionmark Securities, LLC | Santa Barbara, CO | Jan 2022 - Current | 2 |
Corepower Yoga | Denver, CO | Aug 2021 - Jun 2022 | < 1 |
Principal Securities Inc. | Denver, CO | Dec 2018 - Jan 2022 | 3 |
Principal Life Insurance Company | Denver, CO | Dec 2018 - Jan 2022 | 3 |
Corepower Yoga | Denver, CO | Oct 2019 - Mar 2020 | < 1 |
Fidelity Personal And Workplace Advisors | Denver, CO | Jul 2018 - Nov 2018 | < 1 |
Fidelity Brokerage Services LLC | Greenwood Village, CO | Feb 2015 - Nov 2018 | 3 |
Kirk Mitchell, Md LLC | Longmont, CO | Feb 2013 - Feb 2015 | 2 |
United States Of America Rugby Football Union | Boulder, CO | Jan 2013 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2015 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CO
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Total Assets Under Management37,760MILLIONS
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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