Sarah Palmquist (CRD# 5803658) is an Investment Advisor Representative working at Sterling Capital Management LLC in Knoxville, TN and has over 13 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterling Capital Management LLC | Raleigh, NC | Apr 2020 - Current | 4 |
| Bb&t Trust | Raleigh, NC | Mar 2009 - Mar 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- NC
- TN
- TX
-
Total Assets Under Management66,746MILLIONS
-
Total Number of Accounts3,215ACCOUNTS
-
Average Account Value$20,760,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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