Sarah Graff (CRD# 7641859) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Grand Junction, CO and has 1 year of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosecap Investment Advisors | Grand Junction, CO | May 2022 - Current | 1 |
| Alpine Banks Of Colorado | Grand Junction, CO | May 2008 - Apr 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CO
- TX
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts569ACCOUNTS
-
Average Account Value$633,052
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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