Sarah Racek (CRD# 7800954) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Olio Financial Planning | Blacksburg, VA | Aug 2023 - Current | < 1 |
Virginia Tech | Blacksburg, VA | Aug 2019 - May 2023 | 3 |
Olio Financial Planning | Blacksburg, VA | Jun 2022 - Dec 2022 | < 1 |
Blacksburg Country Club | Blacksburg, VA | May 2016 - Dec 2021 | 5 |
Virginia Cheese Company | Norfolk, VA | May 2021 - Aug 2021 | < 1 |
Virginia Tech Athletics | Blacksburg, VA | May 2020 - May 2021 | 1 |
Student | Blacksburg, VA | Aug 2013 - May 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- SC
-
Total Assets Under Management413MILLIONS
-
Total Number of Accounts1,486ACCOUNTS
-
Average Account Value$277,704
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
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