Sarah Laird
Sarah Laird is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vineyard Haven, MA, 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
Firm Size
IM Fee
Assets Under Management
Location
31 Beach Road, Suite A204, Vineyard Haven, MA, 02568
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is an associate/employee at Lightship Capital Management since 2021, dedicating about half of her time to this role. She is a registered associate of an operating entity contracted with RJ Financial Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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