Sarah Creath (CRD# 4122970) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Sarah Creath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6490126
Bck Partners, Inc.
CRD# 4221381
Raymond James Financial Services Advisors, Inc.
CRD# 5704688
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bck Partners, Inc. | Corning, NY | May 2015 - Current | 9 |
| John G. Ullman & Associates, Inc. | Corning, NY | Jan 2000 - May 2015 | 15 |
- LA
- NY
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Total Assets Under Management191MILLIONS
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Total Number of Accounts604ACCOUNTS
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Average Account Value$316,396
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, LA, MD, NC, NY, PA, TX
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