Sarah Mahaffa (CRD# 5547676) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.
CRD# 5062898
Halter Ferguson Financial Inc.
Score
103
CRD# 2807887
I4 Advisors LLC
Score
103
CRD# 6435426
Halter Ferguson Financial Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Indianapolis, IN | Dec 2010 - Current | 6 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Jun 2008 - Current | 9 |
| Purdue University | West Lafayette, IN | Jan 2006 - May 2008 | 2 |
| Pizza Hut | West Lafayette, IN | Oct 2002 - May 2008 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- IN
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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
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