Alfredo Sandoval, financial advisor Centerville OH
58 score

Alfredo Sandoval

CRD Number: 1934240
Current Firm: The Private Investment Group, Inc.

Alfredo Sandoval (CRD# 1934240) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Jan 2012 - Current 4
The Private Investment Group Palm Springs, CA May 2002 - Current 14
Western International Securities Pasadena, CA Feb 2008 - Dec 2011 3
Oberlin Financial Corp Bryan, OH Aug 2004 - Feb 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Jun 2008
Disclosure Information

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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Alfredo A. Sandoval
Phone Number: 937-434-0500
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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