Sarah Jo Stanley
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCMar 2024 to now
- BMOMar 2024 to now
- The Presho PostApr 2021 to Mar 2024
- Rover.comNov 2020 to Apr 2021
- Bank of ColoradoFeb 2020 to Apr 2021
- Raymond James Financial Services AdvisorsJan 2020 to Apr 2021
- Raymond James Financial Services, IncJan 2020 to Apr 2021
- Independent SylistFeb 2019 to Apr 2021
- UsbiFeb 2005 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SD, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4200335
- Firm CRD
- 6413