Sarah Burnett, financial advisor Lynchburg VA

Sarah Burnett

CRD Number: 2158306
Current Firm: Montvue Capital Management, Inc.

Sarah Burnett (CRD# 2158306) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Montvue Capital Management, Inc. Lynchburg, VA Mar 1999 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for Sarah U. Burnett
Phone Number: 434-455-2795
Firm Website: https://www.montvue.com
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $633,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, VA

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