Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandi? Claim Your ProfileSandi Marie Bullock is an investment advisor representative and registered representative with First Command Advisory Services, Inc. Sandi has been active in the industry since 2019. Sandi is a licensed advisor in 15 states, including Alabama, Arizona, Florida, Georgia, Indiana, Maryland, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Sandi holds Series 7TO, Series 66, and SIE licenses and has an active FINRA registration. Sandi currently works out of the Fayetteville, North Carolina office of First Command. Sandi focuses on financial planning and portfolio management for individuals. Sandi also works for Capital Acquisitions Financial Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/02/2020 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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