Mary Sanderson, financial advisor Flower Mound TX

Mary Sanderson

CRD Number: 7028796
Current Firm: Advice And Planning Services

Mary Sanderson (CRD# 7028796) is an Investment Advisor Representative working at Advice And Planning Services in Flower Mound, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Flower Mound TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Flower Mound TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Flower Mound TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Flower Mound, TX Oct 2018 - Current 5
Tiaa Flower Mound, TX Oct 2018 - Current 5
Sanderson Consulting Group, LLC Flower Mound, TX Oct 2015 - Oct 2018 3
Chicos Fas Highland Village, TX Nov 2016 - Jan 2017 < 1
Chc Helicopter Irving, TX May 2015 - Sep 2015 < 1
Unemployed Flower Mound, TX May 2014 - May 2015 1
American Airlines Fort Worth, TX Aug 1991 - May 2014 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Mary F. Sanderson
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.