James Sanderson, financial advisor San Angelo TX
93 score

James Sanderson

CRD Number: 3163816
Current Firm: 1st Global Advisors Inc.

James Sanderson (CRD# 3163816) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Angelo, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. San Angelo, TX Feb 2008 - Current 8
1st Global Capital Corp. San Angelo, TX Dec 1998 - Current 18
Armstrong Backus & Co LLP San Angelo, TX Jul 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for James L. Sanderson
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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