Sarah Brace (CRD# 2807927) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 23 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Org Partners, LLC | Torrance, CA | Jul 2021 - Current | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2020 - Current | 3 |
| Wealthshield Partners, LLC | Cary, NC | Sep 2020 - Jul 2021 | < 1 |
| Wealthshield Partners Dba Tinker Capital | Torrance, CA | Sep 2020 - Jul 2021 | < 1 |
| Bridge Advisory | Pasadena, CA | Aug 2009 - Sep 2020 | 11 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2009 - Dec 2018 | 9 |
| Cs Financial | Pasadena, CA | Jan 2000 - Jul 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- CA
-
Total Assets Under Management984MILLIONS
-
Total Number of Accounts3,016ACCOUNTS
-
Average Account Value$326,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VI, VT, WA, WI
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