SH
CFP
SH
CFP

Sarah Hines

11 Years of Experience
San Diego, CA
Broker

Sarah Hines is a CFP-designated registered investment advisor, based in San Diego, CA, with 11 years of industry experience.

Location

9275 Sky Park Court, Suite 350, San Diego, CA, 92123

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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.

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Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
May 2018 - June 2019 · 1 yr 1 mo
Foresters Financial Services, INC.Broker
February 2015 - June 2019 · 4 yrs 4 mos
State Registrations13 states
AZCACTFLHIIDINMNMOPATXWAWY
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.