Tracy
Clanton
Sanctuary Advisors, LLC
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About this Advisor
Tracy Clanton is a financial advisor operating in Slidell, Louisiana with a total of 3 years of industry experience. Clanton is an advisor for Sanctuary Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc(7691), St. Tammany Parish Development District, St. Tammany Economic Development Foundation, Sanctuary Securities, Inc, Sanctuary Advisors, LLC and Bank Of America, N.A. Clanton maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Sanctuary Advisors, LLC is a financial advisory company headquartered in Indianapolis, IN. It has offices in 80 locations and a total of 510 advisors. It handles $16 billion in total assets among its 38,933 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 47 charitable organizations. Of its 38,933 customer accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a diverse array of services, such as 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. Financial advisory fees typically vary depending on the services offered. However, fees billed by Sanctuary Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
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
Tracy has been registered as a financial advisor for 3 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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