Sarah HallasCRD Number: 5059814
Current Firm: Sonoma Wealth Advisors, LLC
Sarah Hallas (CRD# 5059814) is an Investment Advisor Representative working at Sonoma Wealth Advisors, LLC in Sonoma, CA and has over 12 years of experience in the finance industry.
Titus Wealth Management
Stifel, Nicolaus & Company, Incorporated
Rbc Capital Markets, LLC
|Sonoma Wealth Advisors||Sonoma, CA||Feb 2019 - Current||2|
|Wells Fargo Clearing Services, LLC||Petaluma, CA||Nov 2016 - Feb 2019||2|
|Wells Fargo Advisors LLC||Petaluma, CA||Jun 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management197MILLIONS
Total Number of Accounts1,265ACCOUNTS
Average Account Value$155,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NE, OH, TX
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