Sarah Hinman
Sarah Hinman is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
One South Main Street, Salt Lake City, UT, 84133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah operates under several DBAs for her LPL business, including Zion Wealth Advisors, NB|AZ Wealth Advisors, NSB Wealth Advisors, Vectra Wealth Advisors, CB&T Wealth Advisors, and Amegy Wealth Advisors. She spends a few hours per week on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Fiducient Advisors LLC
Trinity Financial Advisors LLC
State Registrations2 states
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