Sandra Patrick, financial advisor Cheyenne WY
96 score

Sandra Patrick

CRD Number: 1243001
Current Firm: First Allied Advisory Services, Inc.

Sandra Patrick (CRD# 1243001) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Cheyenne, WY and has over 33 years of experience in the finance industry. Sandra Patrick 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.

Similar Advisors
Brian Eilers, financial advisor Cheyenne WY
Brian D. Eilers
CRD# 3102008
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Scott Wiesner, financial advisor Cheyenne WY
Scott J. Wiesner
CRD# 2716846
Global Eye Investments Corporation
Score
96
Similar Advisors
Rosalyn Baker, financial advisor Cheyenne WY
Rosalyn W. Baker
CRD# 1078293
Rbc Capital Markets, LLC
Score
93
Professional Designations
Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 5
First Allied Securities Inc. San Diego, CA Dec 1999 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Sandra S. Patrick
Phone Number: 866-378-1376
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    4,543
    MILLIONS
  • Total Number of Accounts
    23,384
    ACCOUNTS
  • Average Account Value
    $194,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Sandra Patrick and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.