Sandra Ivonne Gonzalez Vargas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → Present
  Patelco Credit Union
  Pleasanton, CA
• 11/2018 → 05/2025
  Cuso Financial Service, Lp
  San Diego, CA
• 11/2013 → 11/2018
  State Farm Insurance
  San Leandro, CA
• 05/2025 → Present
  Lpl Financial Llc
  Dublin, CA

Previous Registrations

• 2020-06-24 → 2025-05-15
  Cuso Financial Services, L.P.
  Dublin, CA
  San Diego, CA

Other Businesses

1) 04/2025 - Patelco Financial Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2020-06-23

Other Names

• Sandra Ivonne Gonzalez Vargas