Sarah Darling
Sarah Darling is a registered investment advisor at LPL Financial LLC, based in Ephrata, PA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
360 N Reading Road, Ephrata, PA, 17522
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Regulatory History (1)
Financial
August 2019Other Business ActivitiesSells Insurance
Sarah operates Aevidum Financial Services as a DBA for her LPL business, dedicating nearly full-time hours to it. She also engages in non-variable insurance activities, spending minimal time on them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations12 states
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.