SM
SM

Sarah Mahalic

12 Years of Experience
Portland, OR
Broker

Sarah Mahalic is a registered investment advisor, based in Portland, OR, with 12 years of industry experience.

Location

Portland, OR

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Sarah works full-time as an implementation manager with Standard Insurance Company and as a registered representative/investment advisor representative with Stancorp entities. Sarah also owns an online store, ThatDarnYarnPDX, producing and selling handmade crafts, dedicating a few hours per week to this venture.

Employment History
Current Registrations
Stancorp Equities, INC.
August 2017 - Present · 8 yrs 9 mos
Stancorp Equities, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Stancorp Investment Advisers, INC.
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Stancorp Investment Advisers, INC.
January 2014 - August 2015 · 1 yr 7 mos
Stancorp Equities, INC.Broker
August 2013 - August 2015 · 2 yrs
First Investors CorporationBroker
June 2011 - April 2013 · 1 yr 10 mos
First Investors CorporationBroker
February 2011 - June 2011 · 4 mos
State Registrations1 state
OR
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 Mahalic - Financial Advisor | TrueAdvisor