Sarah Zink is a registered investment advisor at Lyons View Capital, LLC, based in Auburn, AL, with 29 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lyons View Capital manages your investments for a fee based on a percentage of the value of your accounts. The specific fee is negotiable. Fees are calculated and charged at the end of each quarter. You'll also pay brokerage expenses and other transaction fees charged by the custodian, Fidelity/NFS.
Location
570 Devall Drive, Suite 303, Auburn, AL, 36832
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sarah is an employee of Bright Investments, working as a Compliance Officer for Avondale Futures Group, dedicating minimal time to cotton futures. She also serves as the Chief Operating and Compliance Officer for Lyons View Capital, LLC, a registered investment advisor, which is a full-time commitment.
Employment History
Current Registrations
Lyons View Capital, LLC
Bright Investments, LLC
Previous Registrations
Avondale Partners, LLCBroker
Avondale Partners, LLC
Avondale Conquest, LLC
Avondale Partners, LLCBroker
Powelljohnson
Powelljohnson
PowelljohnsonBroker
Midwest Research Securities CorporationBroker
Ftn Financial Securities CORPBroker
First Analysis Securities CorporationBroker
J.C. Bradford & CO.Broker
E*trade Securities, INC.Broker
Essex National Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.