Sarah Baldwin (CRD# 6997056) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Longboard Asset Management, LP | Phoenix, AZ | Nov 2017 - Current | 6 |
| Graham Capital Management, LP | Norwalk, CT | May 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- AZ
- FL
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$116,242,512
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, FL
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