Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Elizabeth Crouch is a financial advisor with LPL Financial LLC. Sara has been in the financial services industry since 2007. Sara has a Series 6, 7TO, 63, and 65 license. Sara is registered with the following states: Alaska, Arizona, California, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Texas, Utah, Virginia, Washington, and Wisconsin. Sara also has a bachelor's degree in business administration from Oklahoma City University. Sara is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Sara specializes in financial planning, investment management, and retirement planning.
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.
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CA
09/19/2024 - Present
LPL Financial LLC (SANTA ROSA CA)
OK
04/05/2007 - 07/26/2018
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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