Sarah SpillerCRD Number: 6332602
Current Firm: Schwab Private Client Investment Advisory, Inc.
Sarah Spiller (CRD# 6332602) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Apr 2020 - Current||1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Feb 2020 - Current||1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2014 - Dec 2019||5|
|Capitol Federal Savings||Salina, KS||Mar 2007 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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