Sandra Ziglar is a registered investment advisor at Sequent Planning, LLC, based in Raleigh, NC, with 28 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
Raleigh, NC
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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 →Other Business ActivitiesSells Insurance
Sandra is involved in several real estate activities, including acting as an agent, managing properties, and owning rental property. She also works as an insurance agent offering various insurance products and owns a dog for breeding purposes, dedicating minimal time to this activity.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
MML Investors Services, INC.
MML Investors Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.