Sarah Delaney (CRD# 5868499) is an Investment Advisor Representative working at Irl Financial, LLC in Orlando, FL and has over 12 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fortress Wealth Group | Orlando, FL | Jul 2022 - Current | 1 |
Irl Financial LLC | Irvine, CA | Dec 2019 - Current | 4 |
Unemployed | Irvine, CA | Jul 2019 - Dec 2019 | < 1 |
Edward Jones | St.louis, MO | May 2019 - Jul 2019 | < 1 |
Unemployed | Irvine, CA | Nov 2018 - Apr 2019 | < 1 |
Ameriprise Financial Services, Inc. | Newport Beach, CA | Mar 2018 - Oct 2018 | < 1 |
Unemployed | Irvine, CA | Oct 2017 - Mar 2018 | < 1 |
Virtus Wealth Advisors | Orlando, FL | Dec 2015 - Oct 2017 | 1 |
Unemployed | Orlando, FL | Oct 2015 - Dec 2015 | < 1 |
Ameriprise Financial Services, Inc. | Orlando, FL | Apr 2015 - Nov 2015 | < 1 |
Unemployed | Orlando, FL | Aug 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2011 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CA
- FL
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$478,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL
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