Danielle Sanchez (CRD# 7133479) is an Investment Advisor Representative working at First Command Advisory Services in Santa Maria, CA and has over 4 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2020 - Current | 4 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2020 - Current | 4 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2020 - Current | 4 |
| First Command | Fort Worth, TX | Jun 2019 - Jan 2020 | < 1 |
| Unemployed | Simi Valley, CA | May 2019 - Jan 2020 | < 1 |
| Mitchell Katz Winery | Livermore, CA | Apr 2019 - May 2019 | < 1 |
| Liberty Union High School District | Brentwood, CA | Feb 2019 - May 2019 | < 1 |
| Bank Of America | Thousand Oaks, CA | Apr 2017 - Jan 2019 | 1 |
| Bank Of America | Pleasant Hill, CA | Dec 2015 - Apr 2017 | 1 |
| Liberty Union High School District | Brentwood, CA | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CA
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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