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Sarah Branstetter

5 Years of Experience
Culver City, CA
Broker

Sarah Branstetter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Culver City, CA, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10000 Washington Blvd., Floor 6, Culver City, CA, 90232

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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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Other Business Activities

Sarah works as a client service coordinator and financial advisor under RJFS for Lumen Wealth Group, dedicating minimal time. She also works as an independent contractor for Noble Wealth Partners, assisting with advisor transitions, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.
November 2020 - Present · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2020 - Present · 5 yrs 6 mos
State Registrations12 states
CADCFLHIMAMINCNYPATNTXWA
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.