Carroll
Sanderson
Independent Financial Partners
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About this Advisor
Carroll Sanderson is a financial advisor who works in Hattiesburg, Mississippi with a total of 6 years of relevant experience. Sanderson currently works for Independent Financial Partners. Sanderson has gained experience at Keene, Bourne & Sanderson, Pruco Securities LLC, Lpl Financial, LLC, Level Four Advisory Services, Independent Financial Partners and Ifp Securities, LLC. Sanderson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Mississippi. Independent Financial Partners is a firm that has its headquarters in Tampa, FL. The company has offices in 155 locations and a total of 273 financial advisors. It controls $9 billion in assets among its 34,487 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have at least $1 million in investable assets. Independent Financial Partners provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by Independent Financial Partners likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Carroll Sanderson Work History
Carroll has been registered as a financial advisor for 6 years.*
Ifp Securities, LLC
Independent Financial Partners
Level Four Advisory Services
Keene, Bourne & Sanderson
Lpl Financial, LLC
Pruco Securities LLC
*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 Carroll Sanderson 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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