Sarah V. Crowe
Professional summary
Sarah Vanhoozer Crowe, CFP®, who also goes by Sarah V Crowe, Sarah V Lawrence, Sarah Vanhoozer Lawrence, Sarah Vanhoozer, is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sarah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Vanhoozer Crowe's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
July 19, 2016 - Present
GENERATIONAL WEALTH ADVISORS
Office #1: 3400 North Central Expressway Suite 100, Richardson, TX 75080November 29, 2011 - July 20, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
November 14, 2011 - July 20, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
April 7, 2005 - November 10, 2011
VSR FINANCIAL SERVICES, INC.
May 12, 2003 - November 10, 2011
VSR FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
GENERATIONAL WEALTH ADVISORS
CRD#: 135145 / SEC#: 801-67609
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/19/2016)
Exams
Current Firm
GENERATIONAL WEALTH ADVISORS
CRD#: 135145 / SEC#: 801-67609
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 576 |
| AUM (Assets Under Management) | $ 392,535,549 |
Red Flags
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Company Information
GENERATIONAL WEALTH ADVISORS
CRD#: 135145Richardson, TX 75080TRUST BUT VERIFY
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