Sarah Beckett (CRD# 4580458) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 20 years of experience in the finance industry. Sarah Beckett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab And Company, Inc. | Lone Tree, CO | Dec 2022 - Current | 1 |
Charles Schwab Bank Ssb | Honolulu, HI | Dec 2022 - Current | 1 |
Self Employed | Marlton, NJ | Jul 2012 - Current | 11 |
Td Ameritrade | Honolulu, HI | Jun 2019 - Dec 2022 | 3 |
Unemployed | Altus, OK | Jun 2017 - Jun 2019 | 2 |
Charles Schwab & Company,inc | Clayton, MO | Nov 2012 - Jun 2017 | 4 |
Charles Schwab Bank | Clayton, MO | Nov 2012 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2004 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CO
- HI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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