Sarah Stallins, financial advisor San Diego CA

Sarah Stallins

CRD Number: 5388048
Current Firm: Measured Risk Portfolios

Sarah Stallins (CRD# 5388048) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 12 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Atlas Lifestyle Planning Group LLC Phoenix, AZ Oct 2019 - Mar 2021 1
Dynamic Wealth Advisors Phoenix, AZ Jan 2019 - Oct 2019 < 1
None Chandler, AZ Oct 2018 - Jan 2019 < 1
Merrill Edge Chandler, AZ Aug 2018 - Oct 2018 < 1
Measured Risk Portfolios San Diego, CA Jul 2014 - Aug 2018 4
Lucia Securities, LLC San Diego, CA Mar 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Sarah L. Stallins
Phone Number: 858-935-1125
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    240
    MILLIONS
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $226,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, HI, IL, MD, NV, OR, PA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.