Sandra Presgraves
Sandra Presgraves is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15245 Shady Grove Rd, Ste 240, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandra works as a financial advisor and relationship manager for Lee Sipe and Associates and Serving Those Who Serve (STWS). She dedicates about half of her time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
Berg Faircloth Investment Advisors CORP.
Triad Advisors, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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