Sarah ReamesCRD Number: 4443013
Current Firm: H.d. Vest Advisory Services, Inc.
Sarah Reames (CRD# 4443013) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Matthews, NC and has over 16 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Jul 2016 - Current||1|
|Sarah N Reames Cpa, Pllc||Matthews, NC||Jun 2005 - Current||12|
|H.d. Vest Advisory Services||Charlotte, NC||Jul 2002 - Current||15|
|H.d. Vest Investment Services||Charlotte, NC||Aug 2001 - Current||16|
|Sarah N Reames, Cpa||Charlotte, NC||Sep 1988 - Current||29|
|Quality Works, Inc.||Charlotte, NC||Jan 1999 - Dec 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, MA, 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, VT, WA, WI, WV, WY