Sarah Lauren Seifert

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 10/2019
  Edward Jones
  Conroe, TX
• 10/2019 → Present
  Mclinden Financial
  The Woodlands, TX
• 10/2019 → Present
  Raymond James Financial Services, Inc.
  The Woodlands, TX
• 05/2023 → 05/2024
  Northtown Enterprises Llc
  Spring, TX
• 10/2019 → Present
  Oak Crest Advisors
  The Woodlands, TX
• 07/2024 → Present
  Raymond James Financial Services Advisors, Inc
  The Woodlands, TX

Other Businesses

(1)Name of Business: McLinden Financial Address: 2204 Timberloch Pl Ste 227, The Woodlands, TX, 77380-1116, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/31/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a registered branch associate (2)Name of Business: Oak Crest Advisors Address: 2204 Timberloch Pl Ste 227, The Woodlands, TX, 77380-1116, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/19/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: branch professional

Exams

• S66 Uniform Combined State Law Examination
  2024-06-28