Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Allison Darling is a financial advisor affiliated with LPL Financial LLC. Sarah has been in the financial services industry since September 2019. Sarah has a Series 7, Series 63 and Series 65 license. Sarah holds licenses in 18 states. The advisor works out of LPL Financial LLC's office in Ephrata, Pennsylvania. Sarah is a registered representative of LPL Financial LLC, and a Registered Investment Advisor (RIA) associated with Aevidum Financial Services.
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
PA
06/28/2024 - Present
LPL Financial LLC (Ephrata PA)
PA
09/03/2019 - 07/08/2024
OSAIC FA, INC. (EPHRATA PA)
IA
Issued 09/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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