Sara Peck (CRD# 7230767) is an Investment Advisor Representative working at Morgan Stanley in Enid, OK and has over 2 years of experience in the finance industry.
CRD# 6294572
Belpointe Asset Management LLC
CRD# 5919039
Edward Jones
CRD# 4968646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Enid, OK | Mar 2020 - Current | 4 |
| Garfield County Child Advocacy Council | Enid, OK | Oct 2017 - Jan 2020 | 2 |
| Stay At Home Mom | Hunter, OK | Feb 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- OK
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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