SE
CFP
SE
CFP

Sarah Edwards

10 Years of Experience
Newnan, GA
Broker

Sarah Edwards is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Newnan, GA, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Newnan, GA

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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 owns rental real estate through Blue Chip Holdings since 2020, dedicating minimal time to it. She is also an author through Mason Alley Publishing since 2013, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - August 2023 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - August 2023 · 8 yrs
State Registrations33 states
AZCACOCTFLGAHIIAILINKSKYLAMAMEMIMNMONCNHNMNVNYOHPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.