Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Sandra Truitt, financial advisor Chapel Hill NC
96 score

Sandra Truitt

CRD Number: 5482833
Current Firm: Old Dominion Capital Management Inc.

Sandra Truitt (CRD# 5482833) is an Investment Advisor Representative working at Old Dominion Capital Management Inc. in Chapel Hill, NC and has over 6 years of experience in the finance industry. Sandra Truitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Woodward Financial Advisors Chapel Hill, NC Mar 2015 - Current 1
Wayland Baptist University Plainview, TX Jan 2011 - Current 5
Old Dominion Capital Management, Inc. Charlottesville, VA Aug 2010 - Jan 2015 4
Edwards, Ellis, Stanley, Armstrong, Bowren & Co Ann Arbor, MI Dec 2008 - Aug 2010 1
Pinnacle Investment Advisors, LLC Ann Arbor, MI Dec 2008 - Aug 2010 1
Golden Circle Financial Group Lubbock, TX Jan 2008 - Aug 2008 < 1
State Farm Insurance Company Lubbock, TX May 2007 - Dec 2007 < 1
School Plainview, TX Jan 2000 - May 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Sandra K. Truitt
Phone Number: 434-977-1550
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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