Sarah Hand is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bothell, WA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

18323 Bothell Everett Highway, Ste 330, Bothell, WA, 98012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sarah works as a Sr. Registered Client Associate for Legacy Wealth Partners, dedicating about half of her time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2021 - Present · 5 yrs
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - May 2021 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - May 2021 · 5 yrs 5 mos
State Registrations16 states
AKAZCACOFLIDILMOMTNMNYORPATNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sarah Hand - Financial Advisor | TrueAdvisor