Melinda
Parker

Sanctuary Advisors, LLC

CRD#2434599
Investment Advisor
in Plano, TX

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About this Advisor

Melinda Parker is a financial advisor based in Plano, Texas, working with Sanctuary Advisors, LLC. Melinda has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Hilltop Securities Inc, Sanctuary Securities, Inc, and Sanctuary Advisors, LLC. Melinda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Melinda is part of Sanctuary Advisors, LLC, which operates out of Plano, Texas. 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

5700 Tennyson Pkwy Ste 250
Plano, TX 75024

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

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

597

TX Average: 46
Total Number of Accounts

49,099

TX Average: 1,775
Average Account Size

$448,569

TX 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

Melinda Parker Work History

2022 - Present (2 years)

Sanctuary Securities, Inc

2022 - Present (2 years)

Sanctuary Advisors, LLC

2019 - Present (5 years)

Hilltop Securities Inc

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Melinda Parker 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

James Weston
Plano, TX
Philip Scrofani
Indianapolis, IN
Crystal Jamieson
Aliso Viejo, CA
Alexandra Freedman
Wayne, PA
Christopher Walls
Williamsburg, VA
Steven Sutton
Indianapolis, IN
Emmett Cosgrove
Indianapolis, IN
Tanner Vroman
College Station, TX

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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