Unclaimed
Sarah Burton is a financial advisor with Valic Financial Advisors, Inc. Sarah is registered with FINRA and the state of LA. Sarah offers financial planning, portfolio management, and selection of other advisers. Sarah has passed the Series 7TO and the SIE exam. Sarah's experience includes working with individuals, corporations and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
LA
01/14/2025 - Present
Valic Financial Advisors, Inc. (BATON ROUGE LA)
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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