Sara Lawson, financial advisor Rehoboth Beach DE

Sara Lawson

CRD Number: 3202138
Current Firm: Bell Rock Capital, LLC

Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bell Rock Capital, LLC Rehoboth Beach, DE Oct 2015 - Current 5
Malvern Federal Savings Bank Paoli, PA Oct 2015 - Current 5
Connectone Bank Wayne, NJ Jul 2014 - Oct 2015 1
Invest Financial Corporation Wayne, NJ Mar 1999 - Oct 2015 16
Union Center National Bank Wayne, NJ Mar 2011 - Jul 2014 3
Valley National Bank Wayne, NJ Jun 1999 - Mar 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Sara L. Lawson
Phone Number: 302-227-7608
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $229,923
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, DE, FL, MD, NJ, NY, PA, TX

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