Carlos Sanchez, financial advisor Fishers IN

Carlos Sanchez

CRD Number: 2427628
Current Firm: Biechele Royce Advisors, Inc.

Carlos Sanchez (CRD# 2427628) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 30 years of experience in the finance industry. Carlos Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Biechele Royce Advisors, Inc. Fishers, IN Jan 2023 - Current 1
U.s. Bancorp Investments, Inc. Newport Beach, CA Feb 2017 - Jan 2023 5
J.p. Morgan Securities LLC Norwalk, CA Oct 2012 - Feb 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
Contact Info for Carlos A. Sanchez
Phone Number: 317-913-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    599
    MILLIONS
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $1,114,746
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IN, KY, MO, OH

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