Emily
Farrior

Sanctuary Advisors, LLC

CRD#5600784
Investment Advisor
in Montgomery, AL

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About this Advisor

Emily Farrior is a financial advisor based in Montgomery, Alabama, working with Sanctuary Advisors, LLC. Emily has previously held positions at Stifel/Merchant Capital, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Vintage Press, Sanctuary Securities, Inc, Sanctuary Advisors LLC, and Arlington Family Offices. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Emily is part of Sanctuary Advisors, LLC, which operates out of Montgomery, Alabama. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4137 Carmichael Rd Ste 210
Montgomery, AL 36106

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

AL Average: $1,347,246,178
Total Number of Employees

597

AL Average: 46
Total Number of Accounts

49,099

AL Average: 1,775
Average Account Size

$448,569

AL Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Emily Farrior Work History

2023 - Present (1 year)

Sanctuary Securities, Inc

2023 - Present (1 year)

Sanctuary Advisors LLC

2019 - Present (5 years)

Vintage Press

2018 - 2021 (3 years)

Raymond James Financial Services, Inc

2018 - 2021 (3 years)

Raymond James Financial Services Advisors Inc

2016 - 2017 (1 year)

Arlington Family Offices

2013 - 2016 (3 years)

Stifel/Merchant Capital, LLC

Disclosures

Please visit the SEC profile of Emily Farrior to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Advisors, LLC

Jaymie Wendt
Spring, TX
Amanda Miller
Indianapolis, IN
Kenneth Hopkins
Short Hills, NJ
Alexandra Freedman
Wayne, PA
Jennifer Juergens
College Station, TX
Rebecca Baker
Montgomery, AL
Emmett Cosgrove
Indianapolis, IN
Crystal Jamieson
Aliso Viejo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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