Unclaimed Profile

Xandra Leigh Pendergrass

SIGNATURE FINANCIAL MANAGEMENT INC·NORFOLK, Virginia

Series 7, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredSIGNATURE FINANCIAL MANAGEMENT INC

WORLD TRADE CENTER, NORFOLK, VA 23510-1676CRD# 2159414Firm CRD# 106375

Profile Verification

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

Identity

Xandra Leigh Pendergrass · NORFOLK, VA

Registration

CRD #2159414 · SIGNATURE FINANCIAL MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATURE FINANCIAL MANAGEMENT INC

SIGNATURE FAMILY WEALTH ADVISORS

Jun 2019 – Jan 2021

NORFOLK, VA

BROWN ADVISORY

Dec 2018 – Jun 2019

Norfolk, VA

SIGNATURE FAMILY WEALTH ADVISORS

Jun 2009 – Dec 2018

NORFOLK, VA

UBS FINANCIAL SERVICES INC.

May 2003 – Apr 2009

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · May 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATURE FINANCIAL MANAGEMENT INC

CRD 106375 · SEC 801-47290

AUM

$6.9B

Regulatory assets under management

Employees

1,767 client accounts

Services offered by SIGNATURE FINANCIAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SIGNATURE FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Xandra Leigh Pendergrass offer?

Xandra Leigh Pendergrass specializes in Investment Management, Retirement Planning, Wealth Management.

What are Xandra Leigh Pendergrass's credentials?

Xandra Leigh Pendergrass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xandra Leigh Pendergrass located?

Xandra Leigh Pendergrass is based in NORFOLK, Virginia, last registered with SIGNATURE FINANCIAL MANAGEMENT INC.

How does Xandra Leigh Pendergrass charge for services?

Xandra Leigh Pendergrass's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE FINANCIAL MANAGEMENT INC?

SIGNATURE FINANCIAL MANAGEMENT INC has approximately 40 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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