Sara Hadad-Dembs (CRD# 7171628) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sitka, AK and has over 4 years of experience in the finance industry.
CRD# 3023714
Lpl Financial LLC
CRD# 6109927
Edward Jones
CRD# 6838362
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, LLC | Sandy, UT | Dec 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Sep 2019 - Dec 2023 | 4 |
| Petersburg School District | Petersburg, AK | Aug 2017 - Aug 2019 | 2 |
| Aguilar School District | Aguilar, CO | Aug 2016 - Jul 2017 | < 1 |
| Haines Borough School District | Haines, AK | Aug 2015 - Jun 2016 | < 1 |
| State Of Colorado | Trinidad, CO | Sep 2010 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- AK
-
Total Assets Under Management2,872MILLIONS
-
Total Number of Accounts13,027ACCOUNTS
-
Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
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