Sarah Burdick
Sarah Burdick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Silverdale, WA, with 2 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
3500 NW Bucklin Hill Road, Suite 101, Silverdale, WA, 98383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah owns rental real estate property since January 2024, dedicating minimal time to it. She also works for Sound Harbor Financial LLC, spending about 10-20% of her time on client service and office management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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