Unclaimed
Sara Elizabeth Church is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Sara has been in the financial services industry since December 2015 and holds licenses in Virginia and West Virginia. She provides financial planning, portfolio management, and consulting services to individuals and businesses. Sara is committed to helping clients achieve their financial goals and works closely with them to develop personalized financial plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
06/03/2022 - Present
LPL Financial LLC (WINCHESTER VA)
IA
Issued 12/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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