Unclaimed Profile

Sandra Marie Bozanic

RG FINANCIAL, LLC·CARLSBAD, California

Clean recordRG FINANCIAL, LLC

703 PALOMAR AIRPORT ROAD, CARLSBAD, CA 92011CRD# 6900401Firm CRD# 311162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandra Marie Bozanic · CARLSBAD, CA

Registration

CRD #6900401 · RG FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sandra Marie Bozanic is a registered financial advisor based in CARLSBAD, California, affiliated with RG FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RG FINANCIAL, LLC

FONTE FINANCIAL ADVISORS

AUM

$124M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RG FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6900401

Firm CRD# 311162

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra Marie Bozanic offer?

Sandra Marie Bozanic specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Sandra Marie Bozanic's credentials?

Sandra Marie Bozanic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra Marie Bozanic located?

Sandra Marie Bozanic is based in CARLSBAD, California, working with RG FINANCIAL, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Sandra Marie Bozanic charge for services?

Sandra Marie Bozanic's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RG FINANCIAL, LLC?

RG FINANCIAL, LLC has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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