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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah G Innes is an investment advisor representative with Thompson Siegel & Walmsley LLC, a firm that provides financial and investment advisory services to a variety of clients. Sarah has been in the industry since 2015 and is licensed to provide investment advice in all 50 states, as well as the District of Columbia. Sarah has passed both the Series 66 and Series 7 exams and is a Chartered Financial Analyst. Sarah is a member of the firm's business development team and is responsible for building relationships with new clients.
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.
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.
Strategic management for diversified investment portfolios.
Unified managed accounts
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
02/01/2016 - Present
Thompson Siegel & Walmsley LLC (RICHMOND VA)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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