Sandra Bublitz, financial advisor Westlake Village CA
93 score

Sandra Bublitz

CRD Number: 1088758
Current Firm: Alliance Advisory & Securities, Inc.

Sandra Bublitz (CRD# 1088758) is an Investment Advisor Representative working at Alliance Advisory & Securities, Inc. in Westlake Village, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Alliance Advisory & Securities, Inc. Westlake Village, CA May 1991 - Current 25
Ids Life Insurance Company Minneapolis, MN Dec 1982 - Current 33
Unemployed Ventura, CA Oct 1982 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Sandra L. Bublitz
Phone Number: 805-371-8020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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