Sara MackeyCRD 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.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
|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|
Total Assets Under Management290,355MILLIONS
Total Number of Accounts1,586,142ACCOUNTS
Average Account Value$183,057
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- 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, WY
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