Sandra Pappalardo, financial advisor San Diego CA
93 score

Sandra Pappalardo

CRD Number: 1295983
Current Firm: Cuso Financial Services, LP

Sandra Pappalardo (CRD# 1295983) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jul 2015 - Current 1
Puplava Financial Services, Inc. San Diego, CA Jun 2013 - Current 3
Puplava Securities San Diego, CA May 2012 - Current 4
Cuso Financial Services, LP San Diego, CA Feb 2013 - May 2013 < 1
Puplava Financial Services San Diego, CA May 2012 - Feb 2013 < 1
Stratford Securities, Inc. San Diego, CA Aug 2012 - Nov 2012 < 1
Puplava Securities, Inc. San Diego, CA Jan 2007 - May 2012 5
Puplava Financial Services, Inc. San Diego, CA Jan 2007 - May 2012 5
First Dominion Capital Corp Richmond, VA Mar 2004 - Dec 2006 2
Advisers Compliance Associates Washington, DC Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Sandra A. Pappalardo
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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