Sara Straka (CRD# 6883299) is an Investment Advisor Representative working at Edward Jones in Whitefish, MT and has 1 year of experience in the finance industry.
CRD# 2441038
Cetera Investment Advisers LLC
CRD# 4814419
D.a. Davidson & Company
CRD# 2582731
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | Whitefish, MT | Nov 2017 - Current | 6 |
Jalisco Cantina | Whitefish, MT | Aug 2022 - Aug 2022 | < 1 |
Last Chair Kitchen & Bar | Whitefish, MT | Jul 2016 - Nov 2017 | 1 |
Craggy Range Bar & Grill | Whitefish, MT | Jun 2007 - Jul 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MT
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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