Sarah
Wilson
Park Square Financial Group LLC
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About this Advisor
Sarah Wilson is a financial advisor based in Roswell, Georgia, working with Park Square Financial Group LLC. Sarah has previously held positions at Paul Culbreth/Your Wealth Partners, Broad City Events, Classic City Chef, Perisseia Primary Care And Wellness, Lifebrite Laboratory, Cheddar'S Scratch Kitchen, Equitable Advisors, LLC, Culbreth Wealth Management, University Of Georgia, Uga Food Services, and Csenge Advisory Group, LLC. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Sarah is part of Park Square Financial Group LLC, which operates out of Roswell, Georgia. The firm has 2 offices and 8 employees. The firm manages assets totaling $208.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Park Square Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Square Financial Group LLC Brokerage Details
$208,169,989
8
736
$282,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sarah Wilson Work History
Csenge Advisory Group, LLC
Culbreth Wealth Management
Equitable Advisors, LLC
Broad City Events
Equitable Advisors, LLC
Paul Culbreth/Your Wealth Partners
Perisseia Primary Care And Wellness
Lifebrite Laboratory
Classic City Chef
Cheddar'S Scratch Kitchen
University Of Georgia
Uga Food Services
Disclosures
Please visit the SEC profile of Sarah Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Square Financial Group LLC
Roswell, GA
Roswell, GA
Hoover, AL
Roswell, GA
Roswell, GA
Roswell, GA
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