Sandra Minardi (CRD# 7451394) is an Investment Advisor Representative working at Gradient Advisors, LLC in Grove, OK and has over 2 years of experience in the finance industry.
CRD# 4119891
Edward Jones
CRD# 4524845
Arvest Wealth Management
CRD# 3188572
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Oct 2021 - Current | 2 |
| Sandman Financial Inc. | Grove, OK | Jan 2019 - Current | 5 |
| John 3:16 Mission | Tulsa, OK | Aug 2017 - Current | 6 |
| Many Faces Of Love | Grove, OK | Aug 2015 - Current | 8 |
| Scelta Windows | Tulsa, OK | Jul 2015 - Dec 2018 | 3 |
| Congressman Jim Bridenstine, Us House Of Representatives | Tulsa, OK | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- OK
- TX
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts2,706ACCOUNTS
-
Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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