Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Greer Austin is an active Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Hickory, NC. Sandra has been in the financial services industry since 2005, and has held previous positions at Lincoln Financial Securities Corporation, Synergy Investment Group, LLC, BB&T Investment Services, Inc., Securities America, Inc., and Capital Investment Group, Inc. Sandra's areas of expertise include portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Hickory NC)
NC
05/31/2011 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (HICKORY NC)
NC
01/15/2008 - 05/16/2011
SYNERGY INVESTMENT GROUP, LLC (HICKORY NC)
NC
09/25/2006 - 12/19/2007
BB&T INVESTMENT SERVICES, INC. (MORGANTON NC)
NE
04/22/2005 - 06/01/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
NC
08/19/2003 - 04/22/2005
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
Issued 11/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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