Sarah Moody (CRD# 6652057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 4 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Grass Valley, CA | May 2019 - Current | 4 |
| Raymond James Financial Services | Grass Valley, CA | Jan 2018 - Current | 6 |
| Sierra Foothill Asset Mgt, Inc. | Grass Valley, CA | Jul 2010 - Current | 13 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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