Carroll SandersonCRD Number: 4825209
Current Firm: Independent Financial Partners
Carroll Sanderson (CRD# 4825209) is an Investment Advisor Representative working at Independent Financial Partners in Hattiesburg, MS and has over 17 years of experience in the finance industry.
Cetera Investment Advisers LLC
Icom Advisors, LLC
Simplified Wealth Management
|Ifp Securities, LLC||Hattiesburg, MS||May 2019 - Current||4|
|Independent Financial Partners||Tampa, FL||Jul 2017 - Current||5|
|Level Four Advisory Services||Hattiesburg, MS||Jun 2014 - Current||9|
|Keene, Bourne & Sanderson||Hattiesburg, MS||Jan 1999 - Current||24|
|Lpl Financial, LLC||Hattiesburg, MS||Jun 2014 - May 2019||4|
|Pruco Securities LLC||Hattiesburg, MS||Jun 2004 - Jun 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management8,916MILLIONS
Total Number of Accounts34,487ACCOUNTS
Average Account Value$258,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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