Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Dicamillo Ferrell is a financial advisor at Concurrent Investment Advisors, LLC, with over 10 years of experience in the industry. Sara is a registered representative in Texas, with her registration being active since 2023. Sara previously worked for Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC, among other firms. Sara holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Sara specializes in financial planning, pension consulting, and portfolio management for individuals. Sara provides financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Sara is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
04/25/2023 - Present
Concurrent Investment Advisors, LLC (Houston TX)
TX
01/13/2022 - 05/01/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Houston TX)
TX
08/30/2021 - 01/19/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
02/05/2020 - 08/24/2021
MORGAN STANLEY (Houston TX)
TX
12/21/2010 - 05/28/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 09/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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