Sarah R. Haizlip
Professional summary
Sarah Russell Haizlip, who also goes by Sarah Russell Barnes, Sarah Barnes Haizlip, Sarah E Russell, is a registered financial advisor currently at SUMMIT ASSET MANAGEMENT LLC located in Pensacola Beach, Florida.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Sarah has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Russell Haizlip's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2006 - Present
SUMMIT ASSET MANAGEMENT LLC
April 1, 2004 - February 25, 2005
LEGACY WEALTH MANAGEMENT, LLC
October 11, 1989 - November 28, 1998
PROGRESSIVE CAPITAL SECURITIES CORPORATION
February 22, 1983 - September 28, 1989
MORGAN KEEGAN & COMPANY, LLC
April 25, 1980 - December 28, 1982
WACHOVIA SECURITIES, INC.
Primary Firm SEC Registration
SUMMIT ASSET MANAGEMENT LLC
CRD#: 109606 / SEC#: 801-56221
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2023)
(4/25/2006)
Exams
Current Firm
SUMMIT ASSET MANAGEMENT LLC
CRD#: 109606 / SEC#: 801-56221
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,522 |
| AUM (Assets Under Management) | $ 1,079,755,571 |
Red Flags
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