Sarah Sealey (CRD# 2579373) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 29 years of experience in the finance industry. Sarah Sealey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group, LLC | San Diego, CA | May 2018 - Current | 5 |
| Navy Federal Brokerage Services, LLC | San Diego, CA | May 2018 - Current | 5 |
| Usaa Investment Management Company | San Diego, CA | Jan 2018 - Apr 2018 | < 1 |
| Usaa Financial Planning Services | San Diego, CA | Apr 2010 - Apr 2018 | 8 |
| Usaa Financial Advisors Inc. | San Diego, CA | Apr 2010 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- CA
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
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Average Account Value$242,558
- A percentage of assets under your management
- 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
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