Sarah Harris

from Heartwood Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Sarah Harris is a financial advisor based in Virginia, Richmond, with 23 years of experience. Sarah currently works for Heartwood Wealth Advisors, LLC. Sarah maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sarah Harris works at Heartwood Wealth Advisors, LLC
Heartwood Wealth Advisors, LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $877,180,676 of assets under management and employs about 13 people. Heartwood Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9020 Stony Point Parkway, Suite 225, Richmond, Virginia, 23235

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