Tracy
Clanton
Sanctuary Advisors, LLC
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About this Advisor
Tracy Clanton is a financial advisor based in Slidell, Louisiana, working with Sanctuary Advisors, LLC. Tracy has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc(7691), St. Tammany Parish Development District, St. Tammany Economic Development Foundation, Bank Of America, N.A, Sanctuary Securities, Inc, and Sanctuary Advisors, LLC. Tracy has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Tracy is part of Sanctuary Advisors, LLC, which operates out of Slidell, Louisiana. 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.
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
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
Tracy Clanton Work History
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc(7691)
St. Tammany Parish Development District
St. Tammany Economic Development Foundation
Disclosures
Please visit the SEC profile of Tracy Clanton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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