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SH

Sara P. Hanks

Some features on this profile are disabled
CRD#: 6245804
SH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sara Patricia Hanks was a registered financial professional .

Sara is a previously registered financial professional and started their career in finance in 2014. Sara had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 23, 2014 - January 31, 2024

CROWDCHECK

RIA
CRD#: 166963
ALEXANDRIA, VA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/15/2014
Uniform Investment Adviser Law Examination

Current Firm

CR
CROWDCHECK
CROWDCHECK | CROWDCHECK, INC.

CRD#: 166963 / SEC#:

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Contact information

Main Address
1423 Leslie Ave, Alexandria, VA 22301
Mailing Address
Phone number
(703) 548-7263
Established
Firm type
Fiscal year end
# of Employees
20

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CROWDCHECK

CRD#: 166963

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