Sarah Masood

MONEY ADVISORS DBA CENTURY INVESTMENT PLANNING

Augusta, GA 30909

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CRD#: 5478908

Professional summary

Sarah Masood is a registered financial advisor currently at MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING located in Augusta, Georgia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sarah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Masood's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2008 - Present

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

Office #1: 3540 Wheeler Road Suite 206, Augusta, GA 30909

RIA

CRD#: 125276

Augusta, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/8/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2008

Uniform Investment Adviser Law Examination

Current Firm

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

CENTURY INVESTMENT PLANNING | MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING | MONEY ADVISORS, INC.

CRD#: 125276 / SEC#:

Georgia

Registered Investment Advisory firm - (3/11/1996 Approved)

South Carolina

Registered Investment Advisory firm - (6/24/2016 Approved)

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Contact information

Main Address

3540 Wheeler Road Suite 206, Augusta, GA 30909

Mailing Address

Phone number

(706) 738-6899

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 53,838,116

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah Masood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Masood's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2008

Current Firm

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

TRUST BUT VERIFY

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