Sarah HonzaCRD Number: 6220725
Current Firm: Summit Financial Group Inc.
Sarah Honza (CRD# 6220725) is an Investment Advisor Representative working at Summit Financial Group Inc. in Melissa, TX and has over 2 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Global Financial Private Capital, LLC
|Resources Wealth Management, LLC||Mckinney, TX||Jun 2015 - Current||1|
|Fazzone Builders Inc.||Cedar Park /mckinney, TX||Apr 2013 - Current||3|
|Summit Brokerage Services Inc.||College Station, TX||May 2014 - Jun 2015||1|
|Summit Financial Group||College Station, TX||May 2014 - Jun 2015||1|
|Next Financial Group Inc.||College Station, TX||Jun 2013 - May 2014||< 1|
|Fazzone Construction Co||San Antonio, TX||Jul 2008 - Mar 2013||4|
|Cook Financial Group||College Station/tyler (home), TX||Jan 2008 - Jun 2008||< 1|
|Unemployed||San Antonio, TX||Nov 2007 - Dec 2007||< 1|
|Langley Diesel & Equp.||Lubbock, TX||Jan 2007 - Oct 2007||< 1|
|All Family Chiropractie||Lubbock, TX||Oct 2006 - Jan 2007||< 1|
|Cook Financial Group||College Station, TX||Nov 2004 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV
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