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Sandra Josephine Mahurin

McClurg Capital Corp.

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About Sandra Josephine Mahurin

Sandra Josephine Mahurin is a registered representative and investment advisor representative with over 14 years of experience in the financial services industry. Sandra currently works at McClurg Capital Corp., a financial services firm based in Lodi, California. Sandra has previously worked at Wulff, Hansen & Co., and holds FINRA Series 63, 7, 99TO and SIE licenses. Sandra specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and corporations. Sandra's clients primarily reside in California.

Firm Information

Sandra Mahurin is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sandra Mahurin’s Registration & Firm History

CA

09/26/2017 - Present

McClurg Capital Corp. (LODI CA)

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Licenses & Designations

BC

Issued 01/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Josephine Mahurin.
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