Sarah Moody, financial advisor Grass Valley CA

Sarah Moody

CRD Number: 6652057
Current Firm: Raymond James Financial Services Advisors, Inc.

Sarah Moody (CRD# 6652057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Grass Valley, CA May 2019 - Current 2
Raymond James Financial Services Grass Valley, CA Jan 2018 - Current 3
Raymond James Financial Services Grass Valley, CA Jun 2016 - Jan 2018 1
Unemployed Grass Valley, CA Feb 2016 - Jun 2016 < 1
Benson Grass Valley, CA Jul 2014 - Feb 2016 1
Best Western Grass Valley, CA Feb 2012 - Jul 2014 2
Student Grass Valley, CA Dec 2007 - Feb 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Sarah A. Moody
Phone Number: 727-567-3020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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