Sarah Fletcher (CRD# 7029320) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has 1 year of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth For You Financial, LLC | Grand Blanc, MI | Jun 2023 - Current | < 1 |
| Barnett Financial & Tax, Inc. | Grand Blanc, MI | Jun 2023 - Current | < 1 |
| Barnett Financial & Tax, Inc. | Grand Blanc, MI | Jan 2022 - Jun 2023 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc, MI | Mar 2021 - Jan 2022 | < 1 |
| Holvick & Associates | Fenton, MI | Oct 2018 - Feb 2021 | 2 |
| Corpat Cleaning Company | Highland, MI | Jan 1998 - Sep 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MI
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts682ACCOUNTS
-
Average Account Value$94,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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