Francisco
Sanchez
Krilogy
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About this Advisor
Francisco Sanchez is a financial advisor based in Dallas, Texas, working with Krilogy. Francisco has previously held positions at Phlox Capital Management, LLC, The University Of Texas At Dallas, and Krilogy Financial. Francisco has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Francisco is part of Krilogy, which operates out of Dallas, Texas. The firm has 4 offices and 68 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Krilogy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Krilogy Brokerage Details
$2,505,389,000
68
7,299
$343,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Francisco Sanchez Work History
Krilogy Financial
Phlox Capital Management, LLC
The University Of Texas At Dallas
Disclosures
Please visit the SEC profile of Francisco Sanchez 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 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
