SP
SP

Sandra Peters

22 Years of Experience
Virginia Beach, VA
Broker

Sandra Peters is a registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sandra is a director of the 31Ocean Business Association, responsible for managing affairs, organizing events, and promoting the association's businesses. She dedicates a few hours per week to this role, with minimal time during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2011 - Present · 14 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - November 2011 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2003 - November 2011 · 8 yrs 7 mos
State Registrations31 states
ALAZCACOCTDCFLGAINKSLAMAMDMNMONCNENHNJNYOHOKORPASCTNTXUTVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.