Sarah Harris (CRD# 6708887) is an Investment Advisor Representative working at Ajax Capital Advisors, Inc. in Fayetteville, AR and has over 4 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
Company Name | Location | Dates | Years |
---|---|---|---|
Ajax Capital Advisors, Inc. | Rogers, AR | Jan 2024 - Current | < 1 |
Agate Cpa | Rogers, AR | Nov 2023 - Current | < 1 |
Highlight Reel, LLC | Fayetteville, AR | Dec 2021 - Current | 2 |
Se Harris Holdings, Llc Dba Harris Cpa & Wealth Management | Rogers, AR | May 2020 - Current | 4 |
Avantax Advisory Services | Rogers, AR | Aug 2022 - Jan 2024 | 1 |
Avantax Insurance Agency, LLC | Rogers, AR | Aug 2022 - Dec 2023 | 1 |
Cornerstone Wealth Management, LLC | Rogers, AR | Jan 2022 - Aug 2022 | < 1 |
Avantax Advisory Services | Fort Smith, AR | Jul 2021 - Jan 2022 | < 1 |
Level Four Advisory Services | Fort Smith, AR | May 2019 - Jun 2021 | 2 |
Thorn Group Cpa | Springdale, AR | Sep 2016 - May 2020 | 3 |
Radcliff Cpa | Fort Smith, AR | Aug 2016 - Oct 2017 | 1 |
Usa Truck | Van Buren, AR | Feb 2016 - Aug 2016 | < 1 |
Littlefield Investments | Fort Smith, AR | May 2015 - Feb 2016 | < 1 |
Hanna Oil And Gas | Fort Smith, AR | Oct 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- AR
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$176,553
- A percentage of assets under your management
- 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
AR, GA, NC, SC, TX
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.