Sandra GreenCRD Number: 4542382
Current Firm: Primerica Advisors
Sandra Green (CRD# 4542382) is an Investment Advisor Representative working at Primerica Advisors in Burbank, CA and has over 14 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Novatus Inc.||Orlando, FL||Dec 2013 - Current||3|
|Pfs Investments Inc.||Burbank, CA||May 2002 - Current||15|
|Primerica Financial Services||Burbank, CA||Feb 2002 - Current||15|
|Software Mgmt Consultants Inc.||Glendale, CA||Jul 2013 - Jan 2014||< 1|
|Advanced Bio-logic Solutions Corp||Westlake Village, CA||Oct 2012 - Jul 2013||< 1|
|Ascendant Services Inc.||Playa Del Rey, CA||Aug 2012 - Oct 2012||< 1|
|The Gas Company||Los Angeles, CA||May 2011 - Jul 2012||1|
|Comsys, A Manpower Company||El Segundo, CA||Aug 2010 - May 2011||< 1|
|Psi Services LLC||Burbank, CA||Mar 2009 - Apr 2010||1|
|Ascendant Services, Inc.||Playa Del Rey, CA||Nov 2006 - Feb 2009||2|
|Our Lady Of Grace Church||Encino, CA||May 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.