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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
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 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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