Sandra Pappalardo
Sandra Pappalardo is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Financial Sense Securities, INC.Broker
Financial Sense Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Western International Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Puplava Financial Services INC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Puplava Financial Services INC
Puplava Securities, INC.Broker
First Dominion Capital CORP.Broker
Legacy Advisors, LLC
Cambridge Investment Research, INC.Broker
First Allied Securities, INC.Broker
Lockwood Financial Services, INC.Broker
Puplava Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Painewebber IncorporatedBroker
Painewebber IncorporatedBroker
Advest, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.