Sarah Margaret Dunworth
Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- LPL Financial LLCDec 2024 to now
- UnemployedMay 2024 to Dec 2024
- Purshe Kaplan Sterling InvestmentsFeb 2024 to Apr 2024
- Tsw Wealth ManagementMar 2022 to Apr 2024
- Triad AdvisorsMar 2022 to Feb 2024
- Mantis Property ManagementJul 2021 to Aug 2023
- UnemployedApr 2020 to Jul 2021
- Commonwealth Financial NetworkJun 2015 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6508993
- Firm CRD
- 6413