Sandra Park, financial advisor Haslet TX

Sandra Park

CRD Number: 7649883
Current Firm: Financial Serenity, LLC

Sandra Park (CRD# 7649883) is an Investment Advisor Representative working at Financial Serenity, LLC in Haslet, TX and has 1 year of experience in the finance industry.

Similar Advisors
Jerry Boda, financial advisor Haslet TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Haslet TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Similar Advisors
Thomas Aarons, financial advisor Haslet TX
Thomas J. Aarons
CRD# 5076833
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Kbr Dallas, TX Sep 2020 - Current 3
Lockheed Martin Aeronautics Fort Worth, TX Apr 2004 - Sep 2020 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Sandra Park
Phone Number: 8173815393
Registered State(s):
  • TX
Current Firm Details
Financial Serenity, LLC
Firm's CRD Number: 321853
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $36,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

GA, NC, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.