Sarah Lynn Sizemore

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2017 → 08/2018
  T. Rowe Price
  Colorado Springs, CO
• 02/2017 → 08/2017
  Conduent
  Colorado Springs, CO
• 09/2014 → 01/2017
  Sarah L. Sizemore - Self Employed
  Colorado Springs, CO
• 05/2022 → Present
  Fisher Investments
  Camas, WA
• 09/2018 → 04/2022
  Cgc Financial Services
  Lake Oswego, OR
• 09/2018 → 04/2022
  Royal Alliance
  Lake Oswego, OR

Other Businesses

1) SARAH LYNN SIZEMORE SOLE PROPRIETOR; NOT INVESTMENT RELATED; 7124 SW MONTAUK CIR., LAKE OSWEGO, OR; 100% OWNER;2/15/18; 40 HOURS PER MONTH, 0 DURING TRADING; ASTROLOGY READING/WRITING/TEACHING; 2) SARAH LYNN, COACHING & CONSULTING / MOONBEAMS & PAISLEY DREAMS POSITION: Owner/Operator NATURE: SOLE PROPRIETOR; INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2003 ADDRESS: 7124 SW Montauk Circle, Lake Oswego OR 97035, United States DESCRIPTION: Copy Content for website; Astrological Interpretations; Consulting; Personal Life Coaching, Author 3) SARAH LYNN SIZEMORE; NON-INVESTMENT RELATED; 7124 SW MONTAUK CIRCLE, LAKE OSWEGO, OR 97035; NOTARY PUBLIC - OREGON STATE, COMMISSION NO. 983294; SELF/SOLE PROPRIETOR MADE AVAILABLE ONLY TO EXISTING CLIENTS AT NO CHARGE. COMMISSION EXPIRES 01/28/23 NUMBER OF HOURS: .5 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-07
• S63 Uniform Securities Agent State Law Examination
  2017-12-07

Other Names

• Sarah Lynn Sizemore
• Sarah L Cutting
• Sarah Lynn Cutting