Lara Sterns (CRD# 1448853) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in San Antonio, TX and has over 36 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snowden Lane Partners | New York, NY | Aug 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | San Antonio, TX | Nov 2016 - Aug 2018 | 1 |
| Wells Fargo Advisors LLC | San Antonio, TX | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
- TX
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Total Assets Under Management5,932MILLIONS
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Total Number of Accounts9,455ACCOUNTS
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Average Account Value$627,432
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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