Sasha WrightCRD Number: 4954899
Current Firm: Heritage Financial Advisors, LLC
Sasha Wright (CRD# 4954899) is an Investment Advisor Representative working at Heritage Financial Advisors, LLC in Waterville, OH and has over 16 years of experience in the finance industry. Sasha Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
|Heritage Financial Advisors, LLC||Waterville, OH||Aug 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management158MILLIONS
Total Number of Accounts472ACCOUNTS
Average Account Value$333,783
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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