Joan SachaCRD Number: 3101237
Current Firm: Raymond James Financial Services Advisors, Inc.
Joan Sacha (CRD# 3101237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Omaha, NE and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Raym,ond James Financial Services, Inc.||Omaha, NE||Jun 2015 - Current||1|
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Jun 2015 - Current||1|
|First National Bank||Omaha, NE||Jan 2010 - Current||7|
|First National Bank Of Omaha||Omaha, NE||May 2002 - Current||14|
|First National Capital Markets||Omaha, NE||Jun 2010 - Jun 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV