Unclaimed Profile

Sandra Ann Pappalardo

FINANCIAL SENSE ADVISORS, INC.·SAN DIEGO, California

SIE, Series 7, Series 24, Series 27, Series 51, Series 63, Series 66, Series 79TO, Series 99TOClean record24 years registeredFINANCIAL SENSE ADVISORS, INC.

10809 THORNMINT ROAD, SAN DIEGO, CA 92127CRD# 1295983Firm CRD# 111090

Profile Verification

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

Identity

Sandra Ann Pappalardo · SAN DIEGO, CA

Registration

CRD #1295983 · FINANCIAL SENSE ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL GROUP, LLC

Dec 2024 – present

FINANCIAL SENSE ADVISORS, INC.

Jan 2023 – Nov 2024

SAN DIEGO, CA

LPL FINANCIAL LLC

Apr 2022 – Jan 2023

SAN DIEGO, CA

SORRENTO PACIFIC FINANCIAL, LLC

Jul 2015 – Dec 2017

SAN DIEGO, CA

CUSO FINANCIAL SERVICES, L.P.

Jul 2015 – Apr 2022

SAN DIEGO, CA

PUPLAVA FINANCIAL SERVICES INC

Jun 2013 – Oct 2015

SAN DIEGO, CA

CUSO FINANCIAL SERVICES, L.P.

Feb 2013 – May 2013

SAN DIEGO, CA

PUPLAVA FINANCIAL SERVICES INC

Jan 2007 – Mar 2013

SAN DIEGO, CA

LEGACY ADVISORS, LLC

Apr 2002 – Jul 2003

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 51

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · April 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SENSE ADVISORS, INC.

CRD 111090 · SEC 801-25937

AUM

$568M

Regulatory assets under management

Employees

1,069 client accounts

Services offered by FINANCIAL SENSE ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SENSE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sandra Ann Pappalardo offer?

Sandra Ann Pappalardo specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Sandra Ann Pappalardo's credentials?

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

Where is Sandra Ann Pappalardo located?

Sandra Ann Pappalardo is based in SAN DIEGO, California, working with FINANCIAL SENSE ADVISORS, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Sandra Ann Pappalardo charge for services?

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

How large is FINANCIAL SENSE ADVISORS, INC.?

FINANCIAL SENSE ADVISORS, INC. has approximately 12 employees and manages $568M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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