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Financial ADVSR advisor directory · SEC adviser records

Sanctuary Advisors, LLC financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Sanctuary Advisors, LLC office in Southlake, A to Z.

The short answer

5 registered advisors work at Sanctuary Advisors, LLC in Southlake, out of 381 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Sanctuary Advisors, LLC advisors in Southlake, A to Z

Every Sanctuary Advisors, LLC advisor →

Sanctuary Advisors, LLC advisors in every city and state →Sanctuary Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sanctuary Advisors, LLC advisors in other cities

Miami, FL 68Indianapolis, IN 20San Antonio, TX 13Short Hills, NJ 12Chicago, IL 11Fort Worth, TX 8Houston, TX 8Louisville, KY 8Walnut Creek, CA 8Aliso Viejo, CA 7McAllen, TX 7New York, NY 7College Station, TX 6Marion, OH 6Moorestown, NJ 6

Other firms in Southlake

All Southlake advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8

Questions

How many financial advisors does Sanctuary Advisors, LLC have in Southlake?

5 investment adviser representatives are registered at Sanctuary Advisors, LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 381 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Sanctuary Advisors, LLC one of the largest advisor employers in Southlake?

Sanctuary Advisors, LLC ranks number 17 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

How do I check a Sanctuary Advisors, LLC advisor in Southlake?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sanctuary Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.