Sandra MoneypennyCRD Number: 723184
Current Firm: Wellspring Capital Management
Sandra Moneypenny (CRD# 723184) is an Investment Advisor Representative working at Wellspring Capital Management in Palo Alto, CA and has over 39 years of experience in the finance industry. Sandra Moneypenny 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.
Monetary Management Corporation
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
|Brinker Capital Securities, Inc.||Radnor, PA||Jan 1996 - Current||26|
|Wellspring Capital Management||Palo Alto, CA||Dec 1992 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Selection of other advisers (including private fund managers)
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