Sarah Burrows (CRD# 2720919) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saddle River, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saddle River Financial Group | Saddle River, NJ | Jan 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Saddle River, NJ | Dec 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Saddle River, NJ | Dec 2019 - Current | 4 |
| Unemployed | Ridgewood, NJ | Jul 2019 - Nov 2019 | < 1 |
| Wiss Private Client Advisors, LLC | Livingston, NJ | Mar 2019 - Jun 2019 | < 1 |
| Ubs Financial Services Inc. | New York, NY | Oct 2008 - Mar 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- NJ
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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