Sara Andres (CRD# 2985300) is an Investment Advisor Representative working at Sharebuilder 401k in Spearfish, SD and has over 25 years of experience in the finance industry.
CRD# 6540843
Edward Jones
CRD# 3189918
Eagle Strategies LLC
CRD# 5401390
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sharebuilder 401k, LLC | Seattle, WA | Sep 2018 - Current | 5 |
| Antestari, LLC | Portland, OR | Aug 2018 - Current | 5 |
| Dealmaker Securities LLC | Melville, NY | Aug 2021 - Jun 2022 | < 1 |
| Benchmark Investments, Inc. | Stockbridge, GA | May 2020 - Feb 2022 | 1 |
| M Financial | Portland, OR | Jun 2017 - Jun 2018 | 1 |
| Self Employed | Kirkland, WA | Jan 2016 - Jun 2017 | 1 |
| Capital One Sharebuilder | Seattle, WA | Aug 2013 - Jan 2016 | 2 |
| Sharebuilder Advisors, LLC | Seattle, WA | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- SD
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
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