UBS Financial Services
47yrs
Top 1% by experience in Atlanta
4yrs
Sandra Patricia Acosta Kaasbell
Financial advisor at Raymond James & Associates
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3621 Vinings Slope SE Suite 4440, Atlanta, GA 30339
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2022 – nowRaymond James & Associates, Inc.Current firm
Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sandra
How do I contact Sandra?
Call Raymond James & Associates at 727-567-1000 and ask for Sandra Patricia Acosta Kaasbell. Sandra works from the Atlanta, GA office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Sandra hold?
Series 66. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandra paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Sandra for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Carter, Terry &
47yrs
Top advisor by experience at Carter, Terry &
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.p. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta