Sarah Reames is a PFS-designated registered investment advisor, based in Matthews, NC, with 24 years of industry experience.
Location
2548 Plantation Center Dr., Ste. B, Matthews, NC, 28105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah is a CPA/Enrolled Agent/Tax Preparer providing accounting services through Sarah N Reames CPA PLLC since 1989, and also serves as an advisory representative of a RIA. Additionally, Sarah is an independent insurance agent for various independent insurance companies, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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