Chief Compliance Officer · Luken Investment Analytics, LLC
Carri M Sanford
CRD 2914126 · Named on Form ADV at one SEC-registered adviser
At a glance
Luken Investment Analytics, LLC, an SEC-registered wealth manager based in Brentwood, TN with $292 million in regulatory assets, lists Carri M Sanford on its Form ADV as Chief Compliance Officer.
Firms and roles
- Luken Investment Analytics, LLCChief Compliance OfficerWealth manager · Brentwood, TN · $292M in regulatory assets
AtlasMembers
Carri’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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Colleagues named on the same filings
- Gregory L. LukenPresident, Luken Investment Analytics, LLC
- Mary H. O'LearyVice-President and Wealth Advisor, Luken Investment Analytics, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.