SG
SG

Sandi Ilene Goldhamer

4 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

2615 East 24th Street, Suite 2, Yuma, AZ, 85365

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Sandi is a licensed independent insurance agent selling health and life insurance since January 2023, dedicating minimal time to this activity. She is also an owner and manager of Prohamer, LLC and a trustee of a trust, both requiring minimal time.

Employment History
Current Registrations
Invicta Financial Group
February 2021 - Present · 5 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.