Sara Mackey, financial advisor Phoenix AZ

Sara Mackey

CRD Number: 6942997
Current Firm: Financial Engines Advisors LLC

Sara Mackey (CRD# 6942997) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Financial Engines Advisors, LLC Santa Clara, IN Oct 2020 - Current 2
Financial Engines Advisors LLC Sunnyvale, CA Aug 2019 - Oct 2020 1
Edward Jones Lubbock, TX Aug 2018 - Jul 2019 < 1
Texas Tech University Lubbock, TX Aug 2015 - May 2019 3
Edward Jones Aberdeen, WA Jun 2018 - Aug 2018 < 1
Macy's Phoenix, AZ Dec 2016 - Jan 2017 < 1
Xavier College Preparatory Phoenix, AZ Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Sara C. Mackey
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    290,355
    MILLIONS
  • Total Number of Accounts
    1,586,142
    ACCOUNTS
  • Average Account Value
    $183,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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