Unclaimed Profile

Sandra Lee Pourcillie

ASCENT INVESTMENT PARTNERS, LLC·OVERLAND PARK, Kansas

Series 7, Series 63Clean record19 years registeredASCENT INVESTMENT PARTNERS, LLC

5700 W 112TH ST, OVERLAND PARK, KS 66211CRD# 3005147Firm CRD# 152533

Profile Verification

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

Identity

Sandra Lee Pourcillie · OVERLAND PARK, KS

Registration

CRD #3005147 · ASCENT INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MARINER

Oct 2016 – present

ASCENT INVESTMENT PARTNERS, LLC

Feb 2010 – Oct 2018

ST. LOUIS, MO

WELLS FARGO ADVISORS, LLC

Nov 2009 – Jan 2010

ST. LOUIS, MO

GALLATIN ASSET MANAGEMENT, INC.

Sep 2006 – Mar 2009

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 26, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENT INVESTMENT PARTNERS, LLC

CRD 152533 · SEC 801-70933

AUM

$1.1B

Regulatory assets under management

Employees

1,488 client accounts

Services offered by ASCENT INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASCENT INVESTMENT PARTNERS, LLC →

Introduction

Speak with Sandra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sandra is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OVERLAND PARK?

Browse all registered financial advisors in OVERLAND PARK, Kansas or claim this profile if it's yours.

Browse OVERLAND PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sandra Lee Pourcillie offer?

Sandra Lee Pourcillie specializes in Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Sandra Lee Pourcillie's credentials?

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

Where is Sandra Lee Pourcillie located?

Sandra Lee Pourcillie is based in OVERLAND PARK, Kansas, working with ASCENT INVESTMENT PARTNERS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Sandra Lee Pourcillie charge for services?

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

How large is ASCENT INVESTMENT PARTNERS, LLC?

ASCENT INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →