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Sandra Kaasbell

3 Years of Experience
Atlanta, GA
Broker

Sandra Kaasbell is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 3 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

3621 Vinings Slope SE, Ste 4440, Atlanta, GA, 30339

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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 an active real estate agent with VPR Virtual Properties Realty since 2012, assisting or referring only family members due to her employment with Raymond James. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
July 2022 - Present · 4 yrs
Raymond James & Associates, INC.Broker
July 2022 - Present · 4 yrs
State Registrations3 states
GAMASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.