Sarah AndersonCRD Number: 7435790
Current Firm: Rbc Capital Markets, LLC
Sarah Anderson (CRD# 7435790) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bozeman, MT and has 1 year of experience in the finance industry.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|City National Bank||Wayzata, MN||Mar 2022 - Current||< 1|
|Rbc Capital Markets, LLC||Wayzata, MN||Sep 2021 - Current||< 1|
|Bible Study Fellowship||San Antonio, TX||Feb 2020 - Sep 2021||1|
|Thrivent Financial||Minneapolis, MN||Jun 2014 - Mar 2020||5|
|St. Olaf College||St. Paul, MN||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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