Sarah QuistCRD Number: 1162696
Current Firm: Vision Capital Management Inc.
Sarah Quist (CRD# 1162696) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 24 years of experience in the finance industry. Sarah Quist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
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|Vision Capital Management, Inc.||Portland, OR||Jun 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management701MILLIONS
Total Number of Accounts1,011ACCOUNTS
Average Account Value$693,107
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AZ, CA, OR, TX, WA