Sara Witt is a registered investment advisor at Raymond James & Associates, INC., based in Gray, TN, with 12 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
Gray, TN
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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 →Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Csenge Advisory Group, LLC
February 2019 - September 2019 · 7 mos
Lion Street Financial, LLCBroker
December 2018 - September 2019 · 9 mos
Raymond James & Associates, INC.
January 2016 - December 2018 · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
December 2015 - December 2018 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - November 2015 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - November 2015 · 2 yrs 1 mo
State Registrations2 states
FLTN
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.