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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 Umbarger Burnett is an Investment Advisor Representative with Montvue Capital Management, Inc. Sarah has been with the firm since March 1999. She holds a Series 65 license. Sarah is registered with the state of Virginia and North Carolina as an Investment Advisor Representative. Sarah's areas of expertise include financial planning and portfolio management for 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.
Personalized portfolio management to meet individual financial objectives.
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.
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VA
03/23/1999 - Present
Montvue Capital Management, Inc. (LYNCHBURG VA)
IA
Issued 10/08/1991
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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