Sandra
Hay Magdaleno
Consolidated Portfolio Review Corp
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About this Advisor
Sandra Hay Magdaleno is a financial advisor based in Portland, Oregon, working with Consolidated Portfolio Review Corp. Sandra has previously held positions at Principal Mutual Life Ins. Co, Cetera Advisors, Legacy Solutions Wealth Management, Cascadia Advisory Services, LLC, Vanderbilt Securities, LLC, and Consolidated Portfolio Review Corp. Sandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Sandra is part of Consolidated Portfolio Review Corp, which operates out of Portland, Oregon. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sandra Hay Magdaleno Work History
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Legacy Solutions Wealth Management
Legacy Solutions Wealth Management
Principal Mutual Life Ins. Co
Cascadia Advisory Services, LLC
Cetera Advisors
Disclosures
Please visit the SEC profile of Sandra Hay Magdaleno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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