Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Taylor is an Investment Advisor Representative, registered with CWM, LLC and has been in the industry since February 2016. Sarah has her Series 65 license and has been registered in Georgia since January 23, 2023. Sarah has experience working with High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations Or Other Businesses and Pension And Profit Sharing Plans. Sarah's primary business focus is providing Financial Planning and Portfolio Management 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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GA
01/23/2023 - Present
CWM, LLC (Atlanta GA)
IA
Issued 12/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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