Sarah Linder (CRD# 5084656) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Middleton, ID and has over 16 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbw Advisory Services LLC | Simi Valley, CA | Jan 2021 - Current | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2017 - Aug 2023 | 6 |
| Hbw Insurance & Financial Services, Inc. | Simi Valley, CA | Nov 2004 - Jan 2021 | 16 |
| Hbw Securities LLC | Simi Valley, CA | Jun 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- ID
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Total Assets Under Management1,135MILLIONS
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Total Number of Accounts12,974ACCOUNTS
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Average Account Value$87,468
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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