Sara
Seasholtz

Fsc Securities Corporation

CRD#867376
Investment Advisor
in Statesville, NC

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About this Advisor

Sara Seasholtz is a certified financial planner who works out of Statesville, North Carolina with 14 years of relevant experience. Seasholtz currently works for Fsc Securities Corporation. They have worked at Fsc Securities Corporation for the entirety of their career. Seasholtz maintains a Series 63 license, which qualifies them as a securities broker, and can advise clients in North Carolina, South Carolina and Texas. Fsc Securities Corporation is a financial advisory company that has its headquarters in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 advisors. It administers $12 billion in assets between its 52,792 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 94 charitable organizations. Of its 52,792 customer accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in investable assets. Fsc Securities Corporation offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the services. However, fees charged by Fsc Securities Corporation can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

126 E. Water Street
Statesville, NC 28677

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

NC Average: $3,570,121,308
Total Number of Employees

2,174

NC Average: 58
Total Number of Accounts

52,792

NC Average: 1,608
Average Account Size

$222,489

NC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sara Seasholtz Work History

Sara has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Fsc Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sara Seasholtz 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 Fsc Securities Corporation

Matthew Webb
Lubbock, TX
Tal Diekvoss
Milwaukee, WI
Judith Plain
Pittsford, NY
Deepa Gibbons
Atlanta, GA
Kepa Eizaguirre-Borreson
Northampton, MA
Patricia Elebash
Atlanta, GA
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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